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 | $75,966 | $158,817-52.2% | $121,196-37.3% | $135,375-43.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.12% | -0.64%-6.5pp | 16.93%-24.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $7,389 | $5,665+30.4% | $4,022+83.7% | $4,779+54.6% |
| Participant deferral / active EE | $6,276 | $4,005+56.7% | $3,344+87.6% | $5,609+11.9% |
| Admin fee / account holder | $1,921 | $6,512-70.5% | $5,019-61.7% | $10,827-82.3% |