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 | $96,019 | $142,344-32.5% | $119,609-19.7% | $134,475-28.6% |
| Participation rate | 86.7% | 82.8%+3.9pp | 79.3%+7.4pp | 81.2%+5.4pp |
| Annual return | -18.97% | -12.44%-6.5pp | -14.97%-4.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $7,506 | $5,222+43.7% | $4,232+77.4% | $4,740+58.4% |
| Participant deferral / active EE | $8,514 | $6,469+31.6% | $5,602+52.0% | $6,400+33.0% |
| Admin fee / account holder | $754 | $13,584-94.5% | $10,323-92.7% | $11,426-93.4% |