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 | $64,972 | $64,707+0.4% | $112,228-42.1% | $68,494-5.1% |
| Participation rate | 88.5% | 67.2%+21.3pp | 75.1%+13.4pp | 67.9%+20.6pp |
| Annual return | -15.56% | -11.40%-4.2pp | 27.45%-43.0pp | -7.84%-7.7pp |
| Employer contribution / active EE | $7,692 | $2,746+180.1% | $3,635+111.6% | $2,596+196.3% |
| Participant deferral / active EE | $4,638 | $3,565+30.1% | $4,728-1.9% | $4,027+15.2% |
| Admin fee / account holder | $8,189 | $5,232+56.5% | $6,410+27.8% | $5,403+51.6% |