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 | $61,920 | $54,350+13.9% | $82,719-25.1% | $68,494-9.6% |
| Participation rate | 89.5% | 63.9%+25.6pp | 72.6%+16.9pp | 67.9%+21.6pp |
| Annual return | -16.59% | -13.67%-2.9pp | 701.18%-717.8pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,698 | $2,218+66.7% | $3,009+22.9% | $2,596+42.4% |
| Participant deferral / active EE | $4,428 | $3,246+36.4% | $4,395+0.8% | $4,027+10.0% |
| Admin fee / account holder | $3,133 | $4,395-28.7% | $5,329-41.2% | $5,403-42.0% |