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 | $78,445 | $82,664-5.1% | $125,339-37.4% | $68,494+14.5% |
| Participation rate | 96.9% | 75.0%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -15.91% | -5.97%-9.9pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $4,688 | $3,381+38.6% | $4,814-2.6% | $2,596+80.5% |
| Participant deferral / active EE | $7,025 | $6,110+15.0% | $7,446-5.7% | $4,027+74.4% |
| Admin fee / account holder | $1,064 | $6,275-83.0% | $10,010-89.4% | $5,403-80.3% |