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 | $60,604 | $73,867-18.0% | $143,757-57.8% | $68,494-11.5% |
| Participation rate | 81.3% | 66.7%+14.6pp | 80.3%+0.9pp | 67.9%+13.4pp |
| Annual return | -11.90% | 1.01%-12.9pp | -0.04%-11.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $12,680 | $3,184+298.2% | $4,951+156.1% | $2,596+388.4% |
| Participant deferral / active EE | $10,926 | $3,384+222.8% | $5,637+93.8% | $4,027+171.3% |
| Admin fee / account holder | $7,709 | $5,755+34.0% | $14,673-47.5% | $5,403+42.7% |