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 | $48,304 | $82,664-41.6% | $125,339-61.5% | $68,494-29.5% |
| Participation rate | 95.7% | 75.0%+20.6pp | 82.4%+13.3pp | 67.9%+27.8pp |
| Annual return | -13.92% | -5.97%-8.0pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $8,210 | $3,381+142.8% | $4,814+70.6% | $2,596+216.2% |
| Participant deferral / active EE | $8,411 | $6,110+37.7% | $7,446+13.0% | $4,027+108.9% |
| Admin fee / account holder | $8,204 | $6,275+30.7% | $10,010-18.0% | $5,403+51.9% |