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 | $79,638 | $59,805+33.2% | $79,550+0.1% | $68,494+16.3% |
| Participation rate | 97.9% | 61.1%+36.9pp | 69.5%+28.4pp | 67.9%+30.0pp |
| Annual return | -17.77% | -12.30%-5.5pp | 0.16%-17.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $5,716 | $1,505+279.8% | $2,413+136.9% | $2,596+120.2% |
| Participant deferral / active EE | $6,592 | $3,024+118.0% | $3,985+65.4% | $4,027+63.7% |
| Admin fee / account holder | $684 | $4,835-85.9% | $6,832-90.0% | $5,403-87.3% |