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 | $84,539 | $54,350+55.5% | $82,719+2.2% | $68,494+23.4% |
| Participation rate | 79.1% | 63.9%+15.2pp | 72.6%+6.6pp | 67.9%+11.2pp |
| Annual return | -18.65% | -13.67%-5.0pp | 701.18%-719.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $3,128 | $2,218+41.0% | $3,009+3.9% | $2,596+20.5% |
| Participant deferral / active EE | $4,483 | $3,246+38.1% | $4,395+2.0% | $4,027+11.3% |
| Admin fee / account holder | $4,551 | $4,395+3.5% | $5,329-14.6% | $5,403-15.8% |