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 | $59,769 | $54,350+10.0% | $82,719-27.7% | $68,494-12.7% |
| Participation rate | 93.1% | 63.9%+29.2pp | 72.6%+20.6pp | 67.9%+25.2pp |
| Annual return | -15.38% | -13.67%-1.7pp | 701.18%-716.6pp | -7.84%-7.5pp |
| Employer contribution / active EE | $6,630 | $2,218+198.9% | $3,009+120.3% | $2,596+155.3% |
| Participant deferral / active EE | $4,735 | $3,246+45.9% | $4,395+7.7% | $4,027+17.6% |
| Admin fee / account holder | $4,203 | $4,395-4.4% | $5,329-21.1% | $5,403-22.2% |