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 | $62,777 | $105,860-40.7% | $90,749-30.8% | $134,475-53.3% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.7%+15.2pp | 81.2%+9.7pp |
| Annual return | -18.48% | -11.01%-7.5pp | -12.16%-6.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,850 | $3,462+11.2% | $2,921+31.8% | $4,740-18.8% |
| Participant deferral / active EE | $11,217 | $5,216+115.1% | $4,564+145.8% | $6,400+75.3% |
| Admin fee / account holder | $3,515 | $13,938-74.8% | $8,445-58.4% | $11,426-69.2% |