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 | $65,259 | $54,229+20.3% | $70,092-6.9% | $68,494-4.7% |
| Participation rate | 81.0% | 64.5%+16.5pp | 70.5%+10.5pp | 67.9%+13.1pp |
| Annual return | -13.70% | -13.87%+0.2pp | 190.73%-204.4pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,375 | $2,018+17.7% | $2,559-7.2% | $2,596-8.5% |
| Participant deferral / active EE | $7,114 | $2,956+140.7% | $3,849+84.8% | $4,027+76.6% |
| Admin fee / account holder | $5,440 | $4,694+15.9% | $6,267-13.2% | $5,403+0.7% |