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 | $67,637 | $73,867-8.4% | $143,757-53.0% | $68,494-1.3% |
| Participation rate | 94.3% | 66.7%+27.6pp | 80.3%+14.0pp | 67.9%+26.4pp |
| Annual return | -12.85% | 1.01%-13.9pp | -0.04%-12.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $8,691 | $3,184+173.0% | $4,951+75.5% | $2,596+234.8% |
| Participant deferral / active EE | $4,072 | $3,384+20.3% | $5,637-27.8% | $4,027+1.1% |
| Admin fee / account holder | $4,508 | $5,755-21.7% | $14,673-69.3% | $5,403-16.6% |