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 | $65,226 | $82,664-21.1% | $125,339-48.0% | $68,494-4.8% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -13.76% | -5.97%-7.8pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $4,272 | $3,381+26.3% | $4,814-11.3% | $2,596+64.5% |
| Participant deferral / active EE | $8,750 | $6,110+43.2% | $7,446+17.5% | $4,027+117.3% |
| Admin fee / account holder | $4,286 | $6,275-31.7% | $10,010-57.2% | $5,403-20.7% |