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 | $75,244 | $59,107+27.3% | $86,436-12.9% | $68,494+9.9% |
| Participation rate | 74.4% | 75.2%-0.8pp | 80.3%-5.9pp | 67.9%+6.6pp |
| Annual return | -13.88% | -0.23%-13.7pp | 4394.89%-4408.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $3,856 | $2,519+53.1% | $3,769+2.3% | $2,596+48.5% |
| Participant deferral / active EE | $6,994 | $5,901+18.5% | $6,952+0.6% | $4,027+73.7% |
| Admin fee / account holder | $3,460 | $5,637-38.6% | $6,731-48.6% | $5,403-36.0% |