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 | $35,844 | $82,664-56.6% | $125,339-71.4% | $68,494-47.7% |
| Participation rate | 94.4% | 75.0%+19.4pp | 82.4%+12.1pp | 67.9%+26.6pp |
| Annual return | -9.44% | -5.97%-3.5pp | 572.05%-581.5pp | -7.84%-1.6pp |
| Employer contribution / active EE | $2,047 | $3,381-39.4% | $4,814-57.5% | $2,596-21.1% |
| Participant deferral / active EE | $7,892 | $6,110+29.2% | $7,446+6.0% | $4,027+96.0% |
| Admin fee / account holder | $2,843 | $6,275-54.7% | $10,010-71.6% | $5,403-47.4% |