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 | $66,153 | $82,664-20.0% | $125,339-47.2% | $68,494-3.4% |
| Participation rate | 97.6% | 75.0%+22.6pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -11.11% | -5.97%-5.1pp | 572.05%-583.2pp | -7.84%-3.3pp |
| Employer contribution / active EE | $4,405 | $3,381+30.3% | $4,814-8.5% | $2,596+69.7% |
| Participant deferral / active EE | $6,977 | $6,110+14.2% | $7,446-6.3% | $4,027+73.2% |
| Admin fee / account holder | $18,393 | $6,275+193.1% | $10,010+83.8% | $5,403+240.4% |