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 | $71,187 | $53,162+33.9% | $91,220-22.0% | $68,494+3.9% |
| Participation rate | 88.1% | 63.2%+24.9pp | 73.2%+14.9pp | 67.9%+20.2pp |
| Annual return | -14.14% | -3.14%-11.0pp | 114.01%-128.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $955 | $1,709-44.1% | $2,850-66.5% | $2,596-63.2% |
| Participant deferral / active EE | $6,344 | $2,974+113.3% | $4,234+49.8% | $4,027+57.5% |
| Admin fee / account holder | $3,617 | $4,493-19.5% | $5,420-33.3% | $5,403-33.1% |