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 | $25,196 | $82,664-69.5% | $125,339-79.9% | $68,494-63.2% |
| Participation rate | 97.0% | 75.0%+21.9pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -16.00% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $4,329 | $3,381+28.0% | $4,814-10.1% | $2,596+66.7% |
| Participant deferral / active EE | $5,650 | $6,110-7.5% | $7,446-24.1% | $4,027+40.3% |
| Admin fee / account holder | $4,336 | $6,275-30.9% | $10,010-56.7% | $5,403-19.7% |