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 | $30,406 | $82,664-63.2% | $125,339-75.7% | $68,494-55.6% |
| Participation rate | 93.6% | 75.0%+18.6pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -15.39% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $4,986 | $3,381+47.5% | $4,814+3.6% | $2,596+92.0% |
| Participant deferral / active EE | $7,513 | $6,110+23.0% | $7,446+0.9% | $4,027+86.6% |
| Admin fee / account holder | $2,109 | $6,275-66.4% | $10,010-78.9% | $5,403-61.0% |