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 | $77,770 | $54,350+43.1% | $82,719-6.0% | $68,494+13.5% |
| Participation rate | 71.9% | 63.9%+8.0pp | 72.6%-0.6pp | 67.9%+4.0pp |
| Annual return | -15.11% | -13.67%-1.4pp | 701.18%-716.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,516 | $2,218+13.4% | $3,009-16.4% | $2,596-3.1% |
| Participant deferral / active EE | $4,538 | $3,246+39.8% | $4,395+3.3% | $4,027+12.7% |
| Admin fee / account holder | $19,994 | $4,395+354.9% | $5,329+275.2% | $5,403+270.1% |