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 | $60,713 | $110,094-44.9% | $151,611-60.0% | $68,494-11.4% |
| Participation rate | 97.6% | 84.0%+13.6pp | 87.5%+10.1pp | 67.9%+29.7pp |
| Annual return | -17.58% | -10.12%-7.5pp | 3.33%-20.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $7,591 | $4,471+69.8% | $6,166+23.1% | $2,596+192.4% |
| Participant deferral / active EE | $7,517 | $6,527+15.2% | $8,363-10.1% | $4,027+86.6% |
| Admin fee / account holder | $2,523 | $7,719-67.3% | $11,616-78.3% | $5,403-53.3% |