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 | $40,846 | $82,664-50.6% | $125,339-67.4% | $68,494-40.4% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -12.48% | -5.97%-6.5pp | 572.05%-584.5pp | -7.84%-4.6pp |
| Employer contribution / active EE | $3,113 | $3,381-7.9% | $4,814-35.3% | $2,596+19.9% |
| Participant deferral / active EE | $7,402 | $6,110+21.1% | $7,446-0.6% | $4,027+83.8% |
| Admin fee / account holder | $4,924 | $6,275-21.5% | $10,010-50.8% | $5,403-8.9% |