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 | $98,423 | $72,404+35.9% | $110,238-10.7% | $64,186+53.3% |
| Participation rate | 91.7% | 73.3%+18.3pp | 79.8%+11.8pp | 69.6%+22.1pp |
| Annual return | -6.40% | -6.29%-0.1pp | 314.74%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,999 | $2,282-12.4% | $3,826-47.7% | $2,381-16.0% |
| Participant deferral / active EE | $4,050 | $3,469+16.8% | $4,672-13.3% | $3,470+16.7% |
| Admin fee / account holder | $1,425 | $5,664-74.9% | $8,547-83.3% | $4,888-70.9% |