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 | $52,991 | $82,664-35.9% | $125,339-57.7% | $68,494-22.6% |
| Participation rate | 96.3% | 75.0%+21.3pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -19.11% | -5.97%-13.1pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $7,264 | $3,381+114.9% | $4,814+50.9% | $2,596+179.8% |
| Participant deferral / active EE | $6,114 | $6,110+0.1% | $7,446-17.9% | $4,027+51.8% |
| Admin fee / account holder | $883 | $6,275-85.9% | $10,010-91.2% | $5,403-83.7% |