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 | $81,579 | $54,350+50.1% | $82,719-1.4% | $68,494+19.1% |
| Participation rate | 71.4% | 63.9%+7.5pp | 72.6%-1.1pp | 67.9%+3.5pp |
| Annual return | -15.54% | -13.67%-1.9pp | 701.18%-716.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,254 | $2,218+46.7% | $3,009+8.2% | $2,596+25.4% |
| Participant deferral / active EE | $7,587 | $3,246+133.7% | $4,395+72.6% | $4,027+88.4% |
| Admin fee / account holder | $774 | $4,395-82.4% | $5,329-85.5% | $5,403-85.7% |