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 | $63,588 | $54,350+17.0% | $82,719-23.1% | $68,494-7.2% |
| Participation rate | 71.9% | 63.9%+8.0pp | 72.6%-0.7pp | 67.9%+4.0pp |
| Annual return | -18.16% | -13.67%-4.5pp | 701.18%-719.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,649 | $2,218-25.7% | $3,009-45.2% | $2,596-36.5% |
| Participant deferral / active EE | $5,608 | $3,246+72.8% | $4,395+27.6% | $4,027+39.3% |
| Admin fee / account holder | $7,672 | $4,395+74.5% | $5,329+44.0% | $5,403+42.0% |