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 | $90,741 | $54,350+67.0% | $82,719+9.7% | $68,494+32.5% |
| Participation rate | 96.2% | 63.9%+32.2pp | 72.6%+23.6pp | 67.9%+28.3pp |
| Annual return | -12.52% | -13.67%+1.1pp | 701.18%-713.7pp | -7.84%-4.7pp |
| Employer contribution / active EE | $11,538 | $2,218+420.2% | $3,009+283.5% | $2,596+344.4% |
| Participant deferral / active EE | $4,204 | $3,246+29.5% | $4,395-4.4% | $4,027+4.4% |
| Admin fee / account holder | $17,918 | $4,395+307.6% | $5,329+236.2% | $5,403+231.6% |