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 | $59,932 | $82,664-27.5% | $125,339-52.2% | $68,494-12.5% |
| Participation rate | 97.7% | 75.0%+22.7pp | 82.4%+15.4pp | 67.9%+29.8pp |
| Annual return | -13.89% | -5.97%-7.9pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,409 | $3,381-28.8% | $4,814-50.0% | $2,596-7.2% |
| Participant deferral / active EE | $3,980 | $6,110-34.9% | $7,446-46.6% | $4,027-1.2% |
| Admin fee / account holder | $19,671 | $6,275+213.5% | $10,010+96.5% | $5,403+264.1% |