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 | $86,920 | $54,350+59.9% | $82,719+5.1% | $68,494+26.9% |
| Participation rate | 76.9% | 63.9%+13.0pp | 72.6%+4.4pp | 67.9%+9.0pp |
| Annual return | -15.92% | -13.67%-2.2pp | 701.18%-717.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,194 | $2,218-1.1% | $3,009-27.1% | $2,596-15.5% |
| Participant deferral / active EE | $5,012 | $3,246+54.4% | $4,395+14.0% | $4,027+24.4% |
| Admin fee / account holder | $1,049 | $4,395-76.1% | $5,329-80.3% | $5,403-80.6% |