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 | $66,201 | $73,867-10.4% | $143,757-53.9% | $68,494-3.3% |
| Participation rate | 98.4% | 66.7%+31.8pp | 80.3%+18.1pp | 67.9%+30.5pp |
| Annual return | -16.54% | 1.01%-17.6pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $6,501 | $3,184+104.2% | $4,951+31.3% | $2,596+150.4% |
| Participant deferral / active EE | $7,100 | $3,384+109.8% | $5,637+26.0% | $4,027+76.3% |
| Admin fee / account holder | $6,966 | $5,755+21.1% | $14,673-52.5% | $5,403+28.9% |