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 | $74,654 | $82,286-9.3% | $68,791+8.5% | $134,475-44.5% |
| Participation rate | 72.7% | 75.1%-2.3pp | 69.0%+3.7pp | 81.2%-8.5pp |
| Annual return | -9.70% | -2.19%-7.5pp | -6.38%-3.3pp | 417.96%-427.7pp |
| Employer contribution / active EE | $2,735 | $3,301-17.1% | $2,655+3.0% | $4,740-42.3% |
| Participant deferral / active EE | $6,957 | $4,739+46.8% | $3,941+76.5% | $6,400+8.7% |
| Admin fee / account holder | $501 | $6,481-92.3% | $4,932-89.8% | $11,426-95.6% |