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 | $41,775 | $54,350-23.1% | $82,719-49.5% | $68,494-39.0% |
| Participation rate | 91.3% | 63.9%+27.4pp | 72.6%+18.8pp | 67.9%+23.4pp |
| Annual return | -13.03% | -13.67%+0.6pp | 701.18%-714.2pp | -7.84%-5.2pp |
| Employer contribution / active EE | $4,319 | $2,218+94.7% | $3,009+43.5% | $2,596+66.3% |
| Participant deferral / active EE | $3,824 | $3,246+17.8% | $4,395-13.0% | $4,027-5.0% |
| Admin fee / account holder | $7,949 | $4,395+80.8% | $5,329+49.2% | $5,403+47.1% |