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 | $62,705 | $69,518-9.8% | $59,878+4.7% | $135,375-53.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.43% | 7.94%-15.4pp | 3.46%-10.9pp | 519.73%-527.2pp |
| Employer contribution / active EE | $6,670 | $3,235+106.2% | $2,722+145.1% | $4,779+39.6% |
| Participant deferral / active EE | $7,125 | $4,206+69.4% | $3,402+109.4% | $5,609+27.0% |
| Admin fee / account holder | $11,337 | $5,734+97.7% | $3,590+215.8% | $10,827+4.7% |