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 | $69,402 | $59,107+17.4% | $86,436-19.7% | $68,494+1.3% |
| Participation rate | 90.3% | 75.2%+15.1pp | 80.3%+10.0pp | 67.9%+22.4pp |
| Annual return | -17.46% | -0.23%-17.2pp | 4394.89%-4412.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,638 | $2,519+44.4% | $3,769-3.5% | $2,596+40.1% |
| Participant deferral / active EE | $9,862 | $5,901+67.1% | $6,952+41.9% | $4,027+144.9% |
| Admin fee / account holder | $6,574 | $5,637+16.6% | $6,731-2.3% | $5,403+21.7% |