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 | $79,432 | $54,350+46.2% | $82,719-4.0% | $68,494+16.0% |
| Participation rate | 77.4% | 63.9%+13.5pp | 72.6%+4.9pp | 67.9%+9.5pp |
| Annual return | -13.60% | -13.67%+0.1pp | 701.18%-714.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,732 | $2,218-21.9% | $3,009-42.4% | $2,596-33.3% |
| Participant deferral / active EE | $1,846 | $3,246-43.1% | $4,395-58.0% | $4,027-54.2% |
| Admin fee / account holder | $2,386 | $4,395-45.7% | $5,329-55.2% | $5,403-55.8% |