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 | $63,754 | $54,350+17.3% | $82,719-22.9% | $68,494-6.9% |
| Participation rate | 80.0% | 63.9%+16.1pp | 72.6%+7.4pp | 67.9%+12.1pp |
| Annual return | -13.20% | -13.67%+0.5pp | 701.18%-714.4pp | -7.84%-5.4pp |
| Employer contribution / active EE | $5,160 | $2,218+132.6% | $3,009+71.5% | $2,596+98.8% |
| Participant deferral / active EE | $8,430 | $3,246+159.7% | $4,395+91.8% | $4,027+109.3% |
| Admin fee / account holder | $8,957 | $4,395+103.8% | $5,329+68.1% | $5,403+65.8% |