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 | $58,085 | $54,350+6.9% | $82,719-29.8% | $68,494-15.2% |
| Participation rate | 78.8% | 63.9%+14.9pp | 72.6%+6.3pp | 67.9%+11.0pp |
| Annual return | -18.95% | -13.67%-5.3pp | 701.18%-720.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,267 | $2,218+47.3% | $3,009+8.6% | $2,596+25.8% |
| Participant deferral / active EE | $6,001 | $3,246+84.9% | $4,395+36.5% | $4,027+49.0% |
| Admin fee / account holder | $5,537 | $4,395+26.0% | $5,329+3.9% | $5,403+2.5% |