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 | $89,860 | $54,350+65.3% | $82,719+8.6% | $68,494+31.2% |
| Participation rate | 92.9% | 63.9%+28.9pp | 72.6%+20.3pp | 67.9%+25.0pp |
| Annual return | -18.43% | -13.67%-4.8pp | 701.18%-719.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $4,466 | $2,218+101.3% | $3,009+48.4% | $2,596+72.0% |
| Participant deferral / active EE | $10,084 | $3,246+210.7% | $4,395+129.4% | $4,027+150.4% |
| Admin fee / account holder | $28,796 | $4,395+555.1% | $5,329+440.4% | $5,403+433.0% |