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 | $79,967 | $69,010+15.9% | $159,960-50.0% | $68,494+16.7% |
| Participation rate | 97.1% | 65.4%+31.7pp | 78.0%+19.1pp | 67.9%+29.2pp |
| Annual return | -16.49% | -9.65%-6.8pp | 408.60%-425.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,602 | $2,213+62.7% | $4,226-14.8% | $2,596+38.7% |
| Participant deferral / active EE | $8,794 | $4,212+108.8% | $6,182+42.2% | $4,027+118.4% |
| Admin fee / account holder | $4,029 | $4,798-16.0% | $8,698-53.7% | $5,403-25.4% |