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 | $65,246 | $64,707+0.8% | $112,228-41.9% | $68,494-4.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.40% | -11.40%-3.0pp | 27.45%-41.8pp | -7.84%-6.6pp |
| Employer contribution / active EE | $7,337 | $2,746+167.2% | $3,635+101.9% | $2,596+182.6% |
| Participant deferral / active EE | $12,605 | $3,565+253.6% | $4,728+166.6% | $4,027+213.0% |
| Admin fee / account holder | $2,447 | $5,232-53.2% | $6,410-61.8% | $5,403-54.7% |