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 | $75,368 | $54,350+38.7% | $82,719-8.9% | $68,494+10.0% |
| Participation rate | 72.2% | 63.9%+8.3pp | 72.6%-0.3pp | 67.9%+4.3pp |
| Annual return | -18.50% | -13.67%-4.8pp | 701.18%-719.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,520 | $2,218+13.6% | $3,009-16.2% | $2,596-2.9% |
| Participant deferral / active EE | $5,070 | $3,246+56.2% | $4,395+15.3% | $4,027+25.9% |
| Admin fee / account holder | $926 | $4,395-78.9% | $5,329-82.6% | $5,403-82.9% |