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 | $86,386 | $54,350+58.9% | $82,719+4.4% | $68,494+26.1% |
| Participation rate | 82.5% | 63.9%+18.5pp | 72.6%+9.9pp | 67.9%+14.6pp |
| Annual return | -17.15% | -13.67%-3.5pp | 701.18%-718.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,410 | $2,218-36.4% | $3,009-53.1% | $2,596-45.7% |
| Participant deferral / active EE | $5,502 | $3,246+69.5% | $4,395+25.2% | $4,027+36.6% |
| Admin fee / account holder | $1,976 | $4,395-55.0% | $5,329-62.9% | $5,403-63.4% |