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 | $130,867 | $72,404+80.7% | $110,238+18.7% | $64,186+103.9% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+13.9pp | 69.6%+24.2pp |
| Annual return | -4.36% | -6.29%+1.9pp | 314.74%-319.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,395 | $2,282-38.9% | $3,826-63.5% | $2,381-41.4% |
| Participant deferral / active EE | $7,332 | $3,469+111.3% | $4,672+56.9% | $3,470+111.3% |
| Admin fee / account holder | $25,831 | $5,664+356.0% | $8,547+202.2% | $4,888+428.4% |