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 | $81,590 | $48,265+69.0% | $68,791+18.6% | $68,494+19.1% |
| Participation rate | 98.1% | 60.7%+37.4pp | 69.0%+29.1pp | 67.9%+30.2pp |
| Annual return | -15.51% | -12.71%-2.8pp | -6.38%-9.1pp | -7.84%-7.7pp |
| Employer contribution / active EE | $8,590 | $1,829+369.8% | $2,655+223.5% | $2,596+230.9% |
| Participant deferral / active EE | $7,365 | $2,867+156.9% | $3,941+86.9% | $4,027+82.9% |
| Admin fee / account holder | $1,231 | $4,355-71.7% | $4,932-75.0% | $5,403-77.2% |