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 | $40,183 | $82,664-51.4% | $125,339-67.9% | $68,494-41.3% |
| Participation rate | 96.3% | 75.0%+21.3pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -11.97% | -5.97%-6.0pp | 572.05%-584.0pp | -7.84%-4.1pp |
| Employer contribution / active EE | $5,000 | $3,381+47.9% | $4,814+3.9% | $2,596+92.6% |
| Participant deferral / active EE | $9,868 | $6,110+61.5% | $7,446+32.5% | $4,027+145.0% |
| Admin fee / account holder | $9,649 | $6,275+53.8% | $10,010-3.6% | $5,403+78.6% |