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 | $63,290 | $82,664-23.4% | $125,339-49.5% | $68,494-7.6% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -12.83% | -5.97%-6.9pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $3,162 | $3,381-6.5% | $4,814-34.3% | $2,596+21.8% |
| Participant deferral / active EE | $5,808 | $6,110-4.9% | $7,446-22.0% | $4,027+44.2% |
| Admin fee / account holder | $16,368 | $6,275+160.8% | $10,010+63.5% | $5,403+203.0% |