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 | $72,542 | $73,004-0.6% | $90,749-20.1% | $68,494+5.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -18.57% | -13.81%-4.8pp | -12.16%-6.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,106 | $2,193+41.6% | $2,921+6.3% | $2,596+19.6% |
| Participant deferral / active EE | $3,633 | $3,627+0.2% | $4,564-20.4% | $4,027-9.8% |
| Admin fee / account holder | $8,998 | $5,896+52.6% | $8,445+6.6% | $5,403+66.6% |