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 | $62,996 | $57,354+9.8% | $83,848-24.9% | $64,186-1.9% |
| Participation rate | 75.0% | 68.6%+6.4pp | 76.1%-1.1pp | 69.6%+5.4pp |
| Annual return | -6.71% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $4,563 | $2,545+79.3% | $3,631+25.7% | $2,381+91.6% |
| Participant deferral / active EE | $2,041 | $2,993-31.8% | $4,082-50.0% | $3,470-41.2% |
| Admin fee / account holder | $5,118 | $4,046+26.5% | $5,478-6.6% | $4,888+4.7% |