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 | $75,376 | $54,350+38.7% | $82,719-8.9% | $68,494+10.0% |
| Participation rate | 71.2% | 63.9%+7.2pp | 72.6%-1.4pp | 67.9%+3.3pp |
| Annual return | -13.51% | -13.67%+0.2pp | 701.18%-714.7pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,901 | $2,218+30.8% | $3,009-3.6% | $2,596+11.7% |
| Participant deferral / active EE | $4,620 | $3,246+42.3% | $4,395+5.1% | $4,027+14.7% |
| Admin fee / account holder | $76,230 | $4,395+1634.3% | $5,329+1330.5% | $5,403+1310.9% |