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 | $52,401 | $54,350-3.6% | $82,719-36.7% | $68,494-23.5% |
| Participation rate | 83.3% | 63.9%+19.4pp | 72.6%+10.8pp | 67.9%+15.4pp |
| Annual return | -17.53% | -13.67%-3.9pp | 701.18%-718.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,156 | $2,218+42.3% | $3,009+4.9% | $2,596+21.5% |
| Participant deferral / active EE | $3,593 | $3,246+10.7% | $4,395-18.3% | $4,027-10.8% |
| Admin fee / account holder | $3,697 | $4,395-15.9% | $5,329-30.6% | $5,403-31.6% |