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 | $62,635 | $72,404-13.5% | $110,238-43.2% | $64,186-2.4% |
| Participation rate | 91.8% | 73.3%+18.5pp | 79.8%+12.0pp | 69.6%+22.2pp |
| Annual return | -6.44% | -6.29%-0.2pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $4,855 | $2,282+112.8% | $3,826+26.9% | $2,381+103.9% |
| Participant deferral / active EE | $11,174 | $3,469+222.1% | $4,672+139.2% | $3,470+222.1% |
| Admin fee / account holder | $901 | $5,664-84.1% | $8,547-89.5% | $4,888-81.6% |