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 | $61,303 | $59,107+3.7% | $86,436-29.1% | $68,494-10.5% |
| Participation rate | 79.1% | 75.2%+3.8pp | 80.3%-1.3pp | 67.9%+11.2pp |
| Annual return | -16.63% | -0.23%-16.4pp | 4394.89%-4411.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,226 | $2,519+28.1% | $3,769-14.4% | $2,596+24.3% |
| Participant deferral / active EE | $4,163 | $5,901-29.5% | $6,952-40.1% | $4,027+3.4% |
| Admin fee / account holder | $1,672 | $5,637-70.3% | $6,731-75.2% | $5,403-69.0% |