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 | $75,377 | $82,664-8.8% | $125,339-39.9% | $68,494+10.0% |
| Participation rate | 92.1% | 75.0%+17.1pp | 82.4%+9.7pp | 67.9%+24.2pp |
| Annual return | -18.47% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $3,937 | $3,381+16.5% | $4,814-18.2% | $2,596+51.7% |
| Participant deferral / active EE | $11,288 | $6,110+84.7% | $7,446+51.6% | $4,027+180.3% |
| Admin fee / account holder | $3,949 | $6,275-37.1% | $10,010-60.5% | $5,403-26.9% |