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 | $63,450 | $94,529-32.9% | $140,016-54.7% | $64,186-1.1% |
| Participation rate | 91.7% | 84.1%+7.6pp | 87.5%+4.2pp | 69.6%+22.1pp |
| Annual return | -6.53% | 7.77%-14.3pp | 651.12%-657.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,259 | $3,812-67.0% | $5,606-77.5% | $2,381-47.1% |
| Participant deferral / active EE | $6,043 | $5,250+15.1% | $6,927-12.8% | $3,470+74.2% |
| Admin fee / account holder | $16,166 | $6,741+139.8% | $10,705+51.0% | $4,888+230.7% |