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 | $70,477 | $82,664-14.7% | $125,339-43.8% | $68,494+2.9% |
| Participation rate | 94.7% | 75.0%+19.7pp | 82.4%+12.4pp | 67.9%+26.8pp |
| Annual return | -16.81% | -5.97%-10.8pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $4,165 | $3,381+23.2% | $4,814-13.5% | $2,596+60.4% |
| Participant deferral / active EE | $8,656 | $6,110+41.7% | $7,446+16.2% | $4,027+114.9% |
| Admin fee / account holder | $2,737 | $6,275-56.4% | $10,010-72.7% | $5,403-49.3% |