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 | $50,203 | $54,350-7.6% | $82,719-39.3% | $68,494-26.7% |
| Participation rate | 94.3% | 63.9%+30.4pp | 72.6%+21.8pp | 67.9%+26.5pp |
| Annual return | -18.31% | -13.67%-4.6pp | 701.18%-719.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $4,180 | $2,218+88.5% | $3,009+38.9% | $2,596+61.0% |
| Participant deferral / active EE | $6,717 | $3,246+106.9% | $4,395+52.8% | $4,027+66.8% |
| Admin fee / account holder | $2,280 | $4,395-48.1% | $5,329-57.2% | $5,403-57.8% |