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 | $51,571 | $82,664-37.6% | $125,339-58.9% | $68,494-24.7% |
| Participation rate | 97.6% | 75.0%+22.5pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -17.03% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,832 | $3,381+13.3% | $4,814-20.4% | $2,596+47.6% |
| Participant deferral / active EE | $8,481 | $6,110+38.8% | $7,446+13.9% | $4,027+110.6% |
| Admin fee / account holder | $3,215 | $6,275-48.8% | $10,010-67.9% | $5,403-40.5% |