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 | $65,603 | $82,664-20.6% | $125,339-47.7% | $68,494-4.2% |
| Participation rate | 96.9% | 75.0%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -17.27% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,987 | $3,381+47.5% | $4,814+3.6% | $2,596+92.1% |
| Participant deferral / active EE | $4,097 | $6,110-33.0% | $7,446-45.0% | $4,027+1.7% |
| Admin fee / account holder | $42,247 | $6,275+573.2% | $10,010+322.1% | $5,403+681.9% |