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 | $89,377 | $54,229+64.8% | $70,092+27.5% | $68,494+30.5% |
| Participation rate | 95.3% | 64.5%+30.8pp | 70.5%+24.8pp | 67.9%+27.4pp |
| Annual return | -14.52% | -13.87%-0.7pp | 190.73%-205.3pp | -7.84%-6.7pp |
| Employer contribution / active EE | $8,333 | $2,018+312.9% | $2,559+225.7% | $2,596+221.0% |
| Participant deferral / active EE | $7,195 | $2,956+143.4% | $3,849+86.9% | $4,027+78.7% |
| Admin fee / account holder | $2,025 | $4,694-56.9% | $6,267-67.7% | $5,403-62.5% |