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 | $33,962 | $54,350-37.5% | $82,719-58.9% | $68,494-50.4% |
| Participation rate | 96.9% | 63.9%+33.0pp | 72.6%+24.3pp | 67.9%+29.0pp |
| Annual return | -12.38% | -13.67%+1.3pp | 701.18%-713.6pp | -7.84%-4.5pp |
| Employer contribution / active EE | $4,975 | $2,218+124.3% | $3,009+65.3% | $2,596+91.6% |
| Participant deferral / active EE | $5,528 | $3,246+70.3% | $4,395+25.8% | $4,027+37.3% |
| Admin fee / account holder | $4,782 | $4,395+8.8% | $5,329-10.3% | $5,403-11.5% |