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 | $74,887 | $82,664-9.4% | $125,339-40.3% | $68,494+9.3% |
| Participation rate | 87.0% | 75.0%+11.9pp | 82.4%+4.6pp | 67.9%+19.1pp |
| Annual return | -15.37% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $4,417 | $3,381+30.6% | $4,814-8.2% | $2,596+70.1% |
| Participant deferral / active EE | $12,341 | $6,110+102.0% | $7,446+65.7% | $4,027+206.4% |
| Admin fee / account holder | $1,611 | $6,275-74.3% | $10,010-83.9% | $5,403-70.2% |