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 7-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 | $42,274 | $82,664-48.9% | $125,339-66.3% | $68,494-38.3% |
| Participation rate | 94.6% | 75.0%+19.6pp | 82.4%+12.3pp | 67.9%+26.8pp |
| Annual return | -18.28% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $5,007 | $3,381+48.1% | $4,814+4.0% | $2,596+92.8% |
| Participant deferral / active EE | $17,971 | $6,110+194.1% | $7,446+141.3% | $4,027+346.2% |
| Admin fee / account holder | $10,399 | $6,275+65.7% | $10,010+3.9% | $5,403+92.5% |