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 | $25,434 | $82,664-69.2% | $125,339-79.7% | $68,494-62.9% |
| Participation rate | 94.9% | 75.0%+19.8pp | 82.4%+12.5pp | 67.9%+27.0pp |
| Annual return | -15.80% | -5.97%-9.8pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $5,796 | $3,381+71.4% | $4,814+20.4% | $2,596+123.2% |
| Participant deferral / active EE | $10,332 | $6,110+69.1% | $7,446+38.8% | $4,027+156.6% |
| Admin fee / account holder | $2,250 | $6,275-64.1% | $10,010-77.5% | $5,403-58.4% |