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 7-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 | $68,556 | $69,010-0.7% | $159,960-57.1% | $68,494+0.1% |
| Participation rate | 75.5% | 65.4%+10.1pp | 78.0%-2.5pp | 67.9%+7.6pp |
| Annual return | -17.59% | -9.65%-7.9pp | 408.60%-426.2pp | -7.84%-9.8pp |
| Employer contribution / active EE | $5,346 | $2,213+141.5% | $4,226+26.5% | $2,596+105.9% |
| Participant deferral / active EE | $8,704 | $4,212+106.7% | $6,182+40.8% | $4,027+116.1% |
| Admin fee / account holder | $3,153 | $4,798-34.3% | $8,698-63.8% | $5,403-41.6% |