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 | $41,764 | $82,664-49.5% | $125,339-66.7% | $68,494-39.0% |
| Participation rate | 98.1% | 75.0%+23.1pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -16.84% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $8,110 | $3,381+139.9% | $4,814+68.5% | $2,596+212.4% |
| Participant deferral / active EE | $7,228 | $6,110+18.3% | $7,446-2.9% | $4,027+79.5% |
| Admin fee / account holder | $2,542 | $6,275-59.5% | $10,010-74.6% | $5,403-53.0% |