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 | $50,927 | $82,664-38.4% | $125,339-59.4% | $68,494-25.6% |
| Participation rate | 97.3% | 75.0%+22.3pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -17.68% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,648 | $3,381-21.7% | $4,814-45.0% | $2,596+2.0% |
| Participant deferral / active EE | $6,018 | $6,110-1.5% | $7,446-19.2% | $4,027+49.4% |
| Admin fee / account holder | $3,392 | $6,275-45.9% | $10,010-66.1% | $5,403-37.2% |