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 | $37,635 | $82,664-54.5% | $125,339-70.0% | $68,494-45.1% |
| Participation rate | 89.7% | 75.0%+14.7pp | 82.4%+7.4pp | 67.9%+21.9pp |
| Annual return | -13.18% | -5.97%-7.2pp | 572.05%-585.2pp | -7.84%-5.3pp |
| Employer contribution / active EE | $9,445 | $3,381+179.3% | $4,814+96.2% | $2,596+263.8% |
| Participant deferral / active EE | $5,514 | $6,110-9.8% | $7,446-26.0% | $4,027+36.9% |
| Admin fee / account holder | $10,610 | $6,275+69.1% | $10,010+6.0% | $5,403+96.4% |