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 | $63,765 | $82,664-22.9% | $125,339-49.1% | $68,494-6.9% |
| Participation rate | 83.6% | 75.0%+8.6pp | 82.4%+1.2pp | 67.9%+15.7pp |
| Annual return | -17.80% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $5,686 | $3,381+68.2% | $4,814+18.1% | $2,596+119.0% |
| Participant deferral / active EE | $11,060 | $6,110+81.0% | $7,446+48.5% | $4,027+174.6% |
| Admin fee / account holder | $6,222 | $6,275-0.9% | $10,010-37.8% | $5,403+15.2% |