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 | $70,293 | $82,664-15.0% | $125,339-43.9% | $68,494+2.6% |
| Participation rate | 97.4% | 75.0%+22.4pp | 82.4%+15.1pp | 67.9%+29.5pp |
| Annual return | -19.34% | -5.97%-13.4pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $6,854 | $3,381+102.7% | $4,814+42.4% | $2,596+164.0% |
| Participant deferral / active EE | $5,439 | $6,110-11.0% | $7,446-27.0% | $4,027+35.1% |
| Admin fee / account holder | $6,451 | $6,275+2.8% | $10,010-35.5% | $5,403+19.4% |