See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,908 | $69,010+11.4% | $159,960-51.9% | $68,494+12.3% |
| Participation rate | 89.7% | 65.4%+24.2pp | 78.0%+11.7pp | 67.9%+21.8pp |
| Annual return | -16.98% | -9.65%-7.3pp | 408.60%-425.6pp | -7.84%-9.1pp |
| Employer contribution / active EE | $984 | $2,213-55.5% | $4,226-76.7% | $2,596-62.1% |
| Participant deferral / active EE | $8,183 | $4,212+94.3% | $6,182+32.4% | $4,027+103.2% |
| Admin fee / account holder | $1,270 | $4,798-73.5% | $8,698-85.4% | $5,403-76.5% |