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 | $73,723 | $54,350+35.6% | $82,719-10.9% | $68,494+7.6% |
| Participation rate | 82.4% | 63.9%+18.4pp | 72.6%+9.8pp | 67.9%+14.5pp |
| Annual return | -15.54% | -13.67%-1.9pp | 701.18%-716.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $815 | $2,218-63.2% | $3,009-72.9% | $2,596-68.6% |
| Participant deferral / active EE | $4,184 | $3,246+28.9% | $4,395-4.8% | $4,027+3.9% |
| Admin fee / account holder | $2,040 | $4,395-53.6% | $5,329-61.7% | $5,403-62.2% |