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 | $67,161 | $59,107+13.6% | $86,436-22.3% | $68,494-1.9% |
| Participation rate | 76.0% | 75.2%+0.8pp | 80.3%-4.3pp | 67.9%+8.1pp |
| Annual return | -15.35% | -0.23%-15.1pp | 4394.89%-4410.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,713 | $2,519-32.0% | $3,769-54.5% | $2,596-34.0% |
| Participant deferral / active EE | $6,677 | $5,901+13.1% | $6,952-4.0% | $4,027+65.8% |
| Admin fee / account holder | $14,893 | $5,637+164.2% | $6,731+121.3% | $5,403+175.7% |