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 | $64,372 | $95,971-32.9% | $74,550-13.7% | $135,375-52.4% |
| Participation rate | 94.4% | 75.7%+18.8pp | 69.1%+25.3pp | 82.6%+11.8pp |
| Annual return | -5.55% | 56.96%-62.5pp | 32.53%-38.1pp | 519.73%-525.3pp |
| Employer contribution / active EE | $5,333 | $2,716+96.4% | $1,961+172.0% | $4,779+11.6% |
| Participant deferral / active EE | $12,282 | $3,843+219.6% | $3,108+295.2% | $5,609+119.0% |
| Admin fee / account holder | $3,093 | $6,522-52.6% | $5,060-38.9% | $10,827-71.4% |