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 | $63,763 | $73,867-13.7% | $143,757-55.6% | $68,494-6.9% |
| Participation rate | 87.7% | 66.7%+21.0pp | 80.3%+7.4pp | 67.9%+19.8pp |
| Annual return | -16.65% | 1.01%-17.7pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $7,733 | $3,184+142.8% | $4,951+56.2% | $2,596+197.8% |
| Participant deferral / active EE | $11,005 | $3,384+225.2% | $5,637+95.2% | $4,027+173.3% |
| Admin fee / account holder | $556 | $5,755-90.3% | $14,673-96.2% | $5,403-89.7% |