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 | $59,509 | $54,350+9.5% | $82,719-28.1% | $68,494-13.1% |
| Participation rate | 76.5% | 63.9%+12.6pp | 72.6%+3.9pp | 67.9%+8.6pp |
| Annual return | -18.92% | -13.67%-5.3pp | 701.18%-720.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,978 | $2,218+79.4% | $3,009+32.2% | $2,596+53.2% |
| Participant deferral / active EE | $4,766 | $3,246+46.8% | $4,395+8.4% | $4,027+18.3% |
| Admin fee / account holder | $3,360 | $4,395-23.6% | $5,329-36.9% | $5,403-37.8% |