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 | $67,933 | $57,354+18.4% | $83,848-19.0% | $64,186+5.8% |
| Participation rate | 94.6% | 68.6%+26.0pp | 76.1%+18.4pp | 69.6%+25.0pp |
| Annual return | -7.70% | 11.38%-19.1pp | 850.88%-858.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $8,808 | $2,545+246.1% | $3,631+142.6% | $2,381+270.0% |
| Participant deferral / active EE | $7,118 | $2,993+137.8% | $4,082+74.4% | $3,470+105.2% |
| Admin fee / account holder | $1,015 | $4,046-74.9% | $5,478-81.5% | $4,888-79.2% |