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 | $67,870 | $54,350+24.9% | $82,719-18.0% | $68,494-0.9% |
| Participation rate | 74.5% | 63.9%+10.6pp | 72.6%+2.0pp | 67.9%+6.7pp |
| Annual return | -15.98% | -13.67%-2.3pp | 701.18%-717.2pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,317 | $2,218+4.5% | $3,009-23.0% | $2,596-10.8% |
| Participant deferral / active EE | $3,396 | $3,246+4.6% | $4,395-22.7% | $4,027-15.7% |
| Admin fee / account holder | $1,910 | $4,395-56.6% | $5,329-64.2% | $5,403-64.7% |