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 | $32,986 | $56,357-41.5% | $104,294-68.4% | $68,494-51.8% |
| Participation rate | 97.8% | 63.3%+34.6pp | 73.3%+24.6pp | 67.9%+29.9pp |
| Annual return | -18.25% | -9.19%-9.1pp | 24.61%-42.9pp | -7.84%-10.4pp |
| Employer contribution / active EE | $4,059 | $1,960+107.1% | $3,372+20.4% | $2,596+56.4% |
| Participant deferral / active EE | $6,921 | $3,077+124.9% | $4,625+49.6% | $4,027+71.9% |
| Admin fee / account holder | $8,485 | $4,903+73.1% | $7,339+15.6% | $5,403+57.1% |