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 | $73,890 | $82,664-10.6% | $125,339-41.0% | $68,494+7.9% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -14.90% | -5.97%-8.9pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,249 | $3,381-63.0% | $4,814-74.0% | $2,596-51.9% |
| Participant deferral / active EE | $4,601 | $6,110-24.7% | $7,446-38.2% | $4,027+14.2% |
| Admin fee / account holder | $3,722 | $6,275-40.7% | $10,010-62.8% | $5,403-31.1% |