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 | $70,441 | $82,664-14.8% | $125,339-43.8% | $68,494+2.8% |
| Participation rate | 97.3% | 75.0%+22.3pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -13.96% | -5.97%-8.0pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $6,578 | $3,381+94.5% | $4,814+36.6% | $2,596+153.3% |
| Participant deferral / active EE | $14,943 | $6,110+144.5% | $7,446+100.7% | $4,027+271.0% |
| Admin fee / account holder | $3,086 | $6,275-50.8% | $10,010-69.2% | $5,403-42.9% |