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 | $66,872 | $82,664-19.1% | $125,339-46.6% | $68,494-2.4% |
| Participation rate | 97.6% | 75.0%+22.6pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -17.63% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $4,061 | $3,381+20.1% | $4,814-15.6% | $2,596+56.4% |
| Participant deferral / active EE | $10,325 | $6,110+69.0% | $7,446+38.7% | $4,027+156.4% |
| Admin fee / account holder | $2,455 | $6,275-60.9% | $10,010-75.5% | $5,403-54.6% |