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 | $72,073 | $72,404-0.5% | $110,238-34.6% | $64,186+12.3% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | -4.88% | -6.29%+1.4pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,694 | $2,282+18.1% | $3,826-29.6% | $2,381+13.2% |
| Participant deferral / active EE | $6,563 | $3,469+89.2% | $4,672+40.5% | $3,470+89.2% |
| Admin fee / account holder | $10,609 | $5,664+87.3% | $8,547+24.1% | $4,888+117.0% |