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 | $32,525 | $82,664-60.7% | $125,339-74.1% | $68,494-52.5% |
| Participation rate | 90.1% | 75.0%+15.1pp | 82.4%+7.7pp | 67.9%+22.2pp |
| Annual return | -16.95% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $4,294 | $3,381+27.0% | $4,814-10.8% | $2,596+65.4% |
| Participant deferral / active EE | $8,055 | $6,110+31.8% | $7,446+8.2% | $4,027+100.0% |
| Admin fee / account holder | $3,689 | $6,275-41.2% | $10,010-63.1% | $5,403-31.7% |