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 | $69,419 | $73,867-6.0% | $143,757-51.7% | $68,494+1.4% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -12.11% | 1.01%-13.1pp | -0.04%-12.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $6,070 | $3,184+90.6% | $4,951+22.6% | $2,596+133.8% |
| Participant deferral / active EE | $16,368 | $3,384+383.6% | $5,637+190.4% | $4,027+306.4% |
| Admin fee / account holder | $9,686 | $5,755+68.3% | $14,673-34.0% | $5,403+79.3% |