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 | $54,565 | $82,664-34.0% | $125,339-56.5% | $68,494-20.3% |
| Participation rate | 84.8% | 75.0%+9.8pp | 82.4%+2.5pp | 67.9%+17.0pp |
| Annual return | -10.82% | -5.97%-4.9pp | 572.05%-582.9pp | -7.84%-3.0pp |
| Employer contribution / active EE | $5,374 | $3,381+58.9% | $4,814+11.6% | $2,596+107.0% |
| Participant deferral / active EE | $10,386 | $6,110+70.0% | $7,446+39.5% | $4,027+157.9% |
| Admin fee / account holder | $5,585 | $6,275-11.0% | $10,010-44.2% | $5,403+3.4% |