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 | $72,047 | $82,664-12.8% | $125,339-42.5% | $68,494+5.2% |
| Participation rate | 92.8% | 75.0%+17.7pp | 82.4%+10.4pp | 67.9%+24.9pp |
| Annual return | -17.74% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $7,539 | $3,381+123.0% | $4,814+56.6% | $2,596+190.4% |
| Participant deferral / active EE | $6,860 | $6,110+12.3% | $7,446-7.9% | $4,027+70.3% |
| Admin fee / account holder | $18,072 | $6,275+188.0% | $10,010+80.6% | $5,403+234.5% |