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 | $64,455 | $72,404-11.0% | $110,238-41.5% | $64,186+0.4% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.6%+21.3pp |
| Annual return | -3.60% | -6.29%+2.7pp | 314.74%-318.3pp | 7.63%-11.2pp |
| Employer contribution / active EE | $4,545 | $2,282+99.2% | $3,826+18.8% | $2,381+90.9% |
| Participant deferral / active EE | $1,764 | $3,469-49.2% | $4,672-62.2% | $3,470-49.2% |
| Admin fee / account holder | $5,966 | $5,664+5.3% | $8,547-30.2% | $4,888+22.0% |