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 | $61,064 | $82,664-26.1% | $125,339-51.3% | $68,494-10.8% |
| Participation rate | 86.7% | 75.0%+11.6pp | 82.4%+4.3pp | 67.9%+18.8pp |
| Annual return | -17.86% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $11,766 | $3,381+248.0% | $4,814+144.4% | $2,596+353.2% |
| Participant deferral / active EE | $13,794 | $6,110+125.7% | $7,446+85.2% | $4,027+242.5% |
| Admin fee / account holder | $8,355 | $6,275+33.1% | $10,010-16.5% | $5,403+54.6% |