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 | $65,922 | $82,664-20.3% | $125,339-47.4% | $68,494-3.8% |
| Participation rate | 93.1% | 75.0%+18.1pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -16.59% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $6,966 | $3,381+106.0% | $4,814+44.7% | $2,596+168.3% |
| Participant deferral / active EE | $5,449 | $6,110-10.8% | $7,446-26.8% | $4,027+35.3% |
| Admin fee / account holder | $3,624 | $6,275-42.3% | $10,010-63.8% | $5,403-32.9% |