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 | $60,914 | $69,010-11.7% | $159,960-61.9% | $68,494-11.1% |
| Participation rate | 81.5% | 65.4%+16.1pp | 78.0%+3.6pp | 67.9%+13.7pp |
| Annual return | -11.43% | -9.65%-1.8pp | 408.60%-420.0pp | -7.84%-3.6pp |
| Employer contribution / active EE | $4,693 | $2,213+112.0% | $4,226+11.0% | $2,596+80.7% |
| Participant deferral / active EE | $8,977 | $4,212+113.1% | $6,182+45.2% | $4,027+122.9% |
| Admin fee / account holder | $8,103 | $4,798+68.9% | $8,698-6.8% | $5,403+50.0% |