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 | $89,485 | $59,107+51.4% | $86,436+3.5% | $68,494+30.6% |
| Participation rate | 91.7% | 75.2%+16.4pp | 80.3%+11.3pp | 67.9%+23.8pp |
| Annual return | -16.29% | -0.23%-16.1pp | 4394.89%-4411.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,057 | $2,519+21.3% | $3,769-18.9% | $2,596+17.7% |
| Participant deferral / active EE | $7,083 | $5,901+20.0% | $6,952+1.9% | $4,027+75.9% |
| Admin fee / account holder | $815 | $5,637-85.5% | $6,731-87.9% | $5,403-84.9% |