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 | $65,357 | $53,162+22.9% | $91,220-28.4% | $68,494-4.6% |
| Participation rate | 97.6% | 63.2%+34.4pp | 73.2%+24.4pp | 67.9%+29.7pp |
| Annual return | -16.35% | -3.14%-13.2pp | 114.01%-130.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,688 | $1,709+57.2% | $2,850-5.7% | $2,596+3.5% |
| Participant deferral / active EE | $6,150 | $2,974+106.8% | $4,234+45.3% | $4,027+52.7% |
| Admin fee / account holder | $892 | $4,493-80.2% | $5,420-83.5% | $5,403-83.5% |