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 | $77,632 | $82,664-6.1% | $125,339-38.1% | $68,494+13.3% |
| Participation rate | 91.3% | 75.0%+16.3pp | 82.4%+8.9pp | 67.9%+23.4pp |
| Annual return | -17.33% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $4,721 | $3,381+39.6% | $4,814-1.9% | $2,596+81.8% |
| Participant deferral / active EE | $9,539 | $6,110+56.1% | $7,446+28.1% | $4,027+136.9% |
| Admin fee / account holder | $4,349 | $6,275-30.7% | $10,010-56.5% | $5,403-19.5% |