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 | $70,735 | $54,350+30.1% | $82,719-14.5% | $68,494+3.3% |
| Participation rate | 80.4% | 63.9%+16.5pp | 72.6%+7.9pp | 67.9%+12.5pp |
| Annual return | -19.07% | -13.67%-5.4pp | 701.18%-720.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,521 | $2,218+13.6% | $3,009-16.2% | $2,596-2.9% |
| Participant deferral / active EE | $3,990 | $3,246+22.9% | $4,395-9.2% | $4,027-0.9% |
| Admin fee / account holder | $3,168 | $4,395-27.9% | $5,329-40.6% | $5,403-41.4% |