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 | $76,978 | $73,004+5.4% | $90,749-15.2% | $68,494+12.4% |
| Participation rate | 97.4% | 70.8%+26.5pp | 75.7%+21.7pp | 67.9%+29.5pp |
| Annual return | -18.49% | -13.81%-4.7pp | -12.16%-6.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $4,574 | $2,193+108.6% | $2,921+56.6% | $2,596+76.2% |
| Participant deferral / active EE | $11,022 | $3,627+203.9% | $4,564+141.5% | $4,027+173.7% |
| Admin fee / account holder | $11,533 | $5,896+95.6% | $8,445+36.6% | $5,403+113.5% |