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 | $72,445 | $72,404+0.1% | $110,238-34.3% | $64,186+12.9% |
| Participation rate | 88.5% | 73.3%+15.1pp | 79.8%+8.6pp | 69.6%+18.9pp |
| Annual return | -3.74% | -6.29%+2.5pp | 314.74%-318.5pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,407 | $2,282+5.5% | $3,826-37.1% | $2,381+1.1% |
| Participant deferral / active EE | $5,478 | $3,469+57.9% | $4,672+17.2% | $3,470+57.9% |
| Admin fee / account holder | $53,521 | $5,664+844.9% | $8,547+526.2% | $4,888+994.9% |