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 | $43,286 | $82,664-47.6% | $125,339-65.5% | $68,494-36.8% |
| Participation rate | 90.7% | 75.0%+15.7pp | 82.4%+8.4pp | 67.9%+22.9pp |
| Annual return | -18.29% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $7,287 | $3,381+115.5% | $4,814+51.4% | $2,596+180.7% |
| Participant deferral / active EE | $11,185 | $6,110+83.1% | $7,446+50.2% | $4,027+177.7% |
| Admin fee / account holder | $3,856 | $6,275-38.6% | $10,010-61.5% | $5,403-28.6% |