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 | $83,396 | $82,664+0.9% | $125,339-33.5% | $68,494+21.8% |
| Participation rate | 85.0% | 75.0%+10.0pp | 82.4%+2.6pp | 67.9%+17.1pp |
| Annual return | -14.85% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $6,000 | $3,381+77.5% | $4,814+24.6% | $2,596+131.1% |
| Participant deferral / active EE | $5,985 | $6,110-2.1% | $7,446-19.6% | $4,027+48.6% |
| Admin fee / account holder | $13,921 | $6,275+121.8% | $10,010+39.1% | $5,403+157.7% |