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 | $76,083 | $82,664-8.0% | $125,339-39.3% | $68,494+11.1% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -16.73% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $5,368 | $3,381+58.8% | $4,814+11.5% | $2,596+106.8% |
| Participant deferral / active EE | $7,833 | $6,110+28.2% | $7,446+5.2% | $4,027+94.5% |
| Admin fee / account holder | $9,365 | $6,275+49.2% | $10,010-6.4% | $5,403+73.3% |