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 | $61,543 | $54,350+13.2% | $82,719-25.6% | $68,494-10.1% |
| Participation rate | 92.3% | 63.9%+28.4pp | 72.6%+19.8pp | 67.9%+24.4pp |
| Annual return | -15.20% | -13.67%-1.5pp | 701.18%-716.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,993 | $2,218+34.9% | $3,009-0.5% | $2,596+15.3% |
| Participant deferral / active EE | $4,146 | $3,246+27.7% | $4,395-5.7% | $4,027+2.9% |
| Admin fee / account holder | $3,948 | $4,395-10.2% | $5,329-25.9% | $5,403-26.9% |