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 | $67,756 | $59,107+14.6% | $86,436-21.6% | $68,494-1.1% |
| Participation rate | 88.2% | 75.2%+13.0pp | 80.3%+7.9pp | 67.9%+20.3pp |
| Annual return | -13.50% | -0.23%-13.3pp | 4394.89%-4408.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,155 | $2,519+25.2% | $3,769-16.3% | $2,596+21.5% |
| Participant deferral / active EE | $6,804 | $5,901+15.3% | $6,952-2.1% | $4,027+68.9% |
| Admin fee / account holder | $3,961 | $5,637-29.7% | $6,731-41.2% | $5,403-26.7% |