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 | $71,807 | $53,162+35.1% | $91,220-21.3% | $68,494+4.8% |
| Participation rate | 94.2% | 63.2%+31.0pp | 73.2%+21.0pp | 67.9%+26.3pp |
| Annual return | -17.30% | -3.14%-14.2pp | 114.01%-131.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,443 | $1,709+101.4% | $2,850+20.8% | $2,596+32.6% |
| Participant deferral / active EE | $6,088 | $2,974+104.7% | $4,234+43.8% | $4,027+51.2% |
| Admin fee / account holder | $4,165 | $4,493-7.3% | $5,420-23.1% | $5,403-22.9% |