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 | $70,727 | $69,010+2.5% | $159,960-55.8% | $68,494+3.3% |
| Participation rate | 94.3% | 65.4%+28.9pp | 78.0%+16.4pp | 67.9%+26.5pp |
| Annual return | -17.29% | -9.65%-7.6pp | 408.60%-425.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,699 | $2,213+67.1% | $4,226-12.5% | $2,596+42.5% |
| Participant deferral / active EE | $7,980 | $4,212+89.5% | $6,182+29.1% | $4,027+98.2% |
| Admin fee / account holder | $14,674 | $4,798+205.8% | $8,698+68.7% | $5,403+171.6% |