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 | $76,709 | $71,883+6.7% | $86,677-11.5% | $68,494+12.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.21% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $5,237 | $2,173+141.0% | $2,836+84.6% | $2,596+101.7% |
| Participant deferral / active EE | $4,107 | $3,779+8.7% | $4,656-11.8% | $4,027+2.0% |
| Admin fee / account holder | $1,755 | $6,112-71.3% | $7,493-76.6% | $5,403-67.5% |