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 | $48,469 | $82,664-41.4% | $125,339-61.3% | $68,494-29.2% |
| Participation rate | 92.2% | 75.0%+17.1pp | 82.4%+9.8pp | 67.9%+24.3pp |
| Annual return | -16.39% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $4,858 | $3,381+43.7% | $4,814+0.9% | $2,596+87.1% |
| Participant deferral / active EE | $6,412 | $6,110+4.9% | $7,446-13.9% | $4,027+59.2% |
| Admin fee / account holder | $7,651 | $6,275+21.9% | $10,010-23.6% | $5,403+41.6% |