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 | $97,040 | $53,162+82.5% | $91,220+6.4% | $68,494+41.7% |
| Participation rate | 92.9% | 63.2%+29.6pp | 73.2%+19.7pp | 67.9%+25.0pp |
| Annual return | -18.77% | -3.14%-15.6pp | 114.01%-132.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $5,248 | $1,709+207.0% | $2,850+84.1% | $2,596+102.1% |
| Participant deferral / active EE | $7,276 | $2,974+144.7% | $4,234+71.9% | $4,027+80.7% |
| Admin fee / account holder | $1,924 | $4,493-57.2% | $5,420-64.5% | $5,403-64.4% |