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 | $77,167 | $73,867+4.5% | $143,757-46.3% | $68,494+12.7% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -10.94% | 1.01%-12.0pp | -0.04%-10.9pp | -7.84%-3.1pp |
| Employer contribution / active EE | $10,859 | $3,184+241.0% | $4,951+119.3% | $2,596+318.3% |
| Participant deferral / active EE | $7,109 | $3,384+110.1% | $5,637+26.1% | $4,027+76.5% |
| Admin fee / account holder | $9,051 | $5,755+57.3% | $14,673-38.3% | $5,403+67.5% |