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 | $76,715 | $53,162+44.3% | $91,220-15.9% | $68,494+12.0% |
| Participation rate | 96.0% | 63.2%+32.8pp | 73.2%+22.8pp | 67.9%+28.1pp |
| Annual return | -18.42% | -3.14%-15.3pp | 114.01%-132.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $6,756 | $1,709+295.2% | $2,850+137.0% | $2,596+160.2% |
| Participant deferral / active EE | $4,794 | $2,974+61.2% | $4,234+13.2% | $4,027+19.0% |
| Admin fee / account holder | $3,710 | $4,493-17.4% | $5,420-31.6% | $5,403-31.3% |