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 | $28,916 | $82,664-65.0% | $125,339-76.9% | $68,494-57.8% |
| Participation rate | 86.7% | 75.0%+11.6pp | 82.4%+4.3pp | 67.9%+18.8pp |
| Annual return | -14.57% | -5.97%-8.6pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $4,107 | $3,381+21.5% | $4,814-14.7% | $2,596+58.2% |
| Participant deferral / active EE | $8,019 | $6,110+31.2% | $7,446+7.7% | $4,027+99.1% |
| Admin fee / account holder | $3,706 | $6,275-40.9% | $10,010-63.0% | $5,403-31.4% |