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 | $55,534 | $82,664-32.8% | $125,339-55.7% | $68,494-18.9% |
| Participation rate | 94.7% | 75.0%+19.7pp | 82.4%+12.4pp | 67.9%+26.8pp |
| Annual return | -12.31% | -5.97%-6.3pp | 572.05%-584.4pp | -7.84%-4.5pp |
| Employer contribution / active EE | $3,527 | $3,381+4.3% | $4,814-26.7% | $2,596+35.8% |
| Participant deferral / active EE | $4,290 | $6,110-29.8% | $7,446-42.4% | $4,027+6.5% |
| Admin fee / account holder | $24,107 | $6,275+284.2% | $10,010+140.8% | $5,403+346.2% |