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 | $65,974 | $82,664-20.2% | $125,339-47.4% | $68,494-3.7% |
| Participation rate | 82.5% | 75.0%+7.5pp | 82.4%+0.1pp | 67.9%+14.6pp |
| Annual return | -18.70% | -5.97%-12.7pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $6,116 | $3,381+80.9% | $4,814+27.1% | $2,596+135.6% |
| Participant deferral / active EE | $9,588 | $6,110+56.9% | $7,446+28.8% | $4,027+138.1% |
| Admin fee / account holder | $2,974 | $6,275-52.6% | $10,010-70.3% | $5,403-45.0% |