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 | $79,522 | $59,107+34.5% | $86,436-8.0% | $68,494+16.1% |
| Participation rate | 92.3% | 75.2%+17.1pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | -18.60% | -0.23%-18.4pp | 4394.89%-4413.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,669 | $2,519-33.7% | $3,769-55.7% | $2,596-35.7% |
| Participant deferral / active EE | $4,734 | $5,901-19.8% | $6,952-31.9% | $4,027+17.5% |
| Admin fee / account holder | $3,315 | $5,637-41.2% | $6,731-50.7% | $5,403-38.6% |