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 | $70,288 | $69,010+1.9% | $159,960-56.1% | $68,494+2.6% |
| Participation rate | 96.2% | 65.4%+30.7pp | 78.0%+18.2pp | 67.9%+28.3pp |
| Annual return | -18.79% | -9.65%-9.1pp | 408.60%-427.4pp | -7.84%-11.0pp |
| Employer contribution / active EE | $7,312 | $2,213+230.3% | $4,226+73.0% | $2,596+181.6% |
| Participant deferral / active EE | $6,503 | $4,212+54.4% | $6,182+5.2% | $4,027+61.5% |
| Admin fee / account holder | $8,178 | $4,798+70.4% | $8,698-6.0% | $5,403+51.4% |