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 | $77,082 | $73,867+4.4% | $143,757-46.4% | $68,494+12.5% |
| Participation rate | 86.7% | 66.7%+20.0pp | 80.3%+6.4pp | 67.9%+18.8pp |
| Annual return | -13.69% | 1.01%-14.7pp | -0.04%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $9,286 | $3,184+191.6% | $4,951+87.6% | $2,596+257.6% |
| Participant deferral / active EE | $5,186 | $3,384+53.2% | $5,637-8.0% | $4,027+28.8% |
| Admin fee / account holder | $2,704 | $5,755-53.0% | $14,673-81.6% | $5,403-49.9% |