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 | $59,162 | $82,664-28.4% | $125,339-52.8% | $68,494-13.6% |
| Participation rate | 97.4% | 75.0%+22.3pp | 82.4%+15.0pp | 67.9%+29.5pp |
| Annual return | -18.68% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,945 | $3,381+46.2% | $4,814+2.7% | $2,596+90.5% |
| Participant deferral / active EE | $12,672 | $6,110+107.4% | $7,446+70.2% | $4,027+214.7% |
| Admin fee / account holder | $14,250 | $6,275+127.1% | $10,010+42.4% | $5,403+163.8% |