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 | $53,044 | $54,350-2.4% | $82,719-35.9% | $68,494-22.6% |
| Participation rate | 93.1% | 63.9%+29.2pp | 72.6%+20.6pp | 67.9%+25.2pp |
| Annual return | -16.53% | -13.67%-2.9pp | 701.18%-717.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $4,067 | $2,218+83.4% | $3,009+35.2% | $2,596+56.7% |
| Participant deferral / active EE | $10,016 | $3,246+208.6% | $4,395+127.9% | $4,027+148.7% |
| Admin fee / account holder | $5,142 | $4,395+17.0% | $5,329-3.5% | $5,403-4.8% |