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 | $103,012 | $59,107+74.3% | $86,436+19.2% | $68,494+50.4% |
| Participation rate | 97.8% | 75.2%+22.5pp | 80.3%+17.5pp | 67.9%+29.9pp |
| Annual return | -15.92% | -0.23%-15.7pp | 4394.89%-4410.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,902 | $2,519-24.5% | $3,769-49.5% | $2,596-26.8% |
| Participant deferral / active EE | $4,959 | $5,901-16.0% | $6,952-28.7% | $4,027+23.1% |
| Admin fee / account holder | $1,168 | $5,637-79.3% | $6,731-82.7% | $5,403-78.4% |