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 | $40,056 | $82,664-51.5% | $125,339-68.0% | $68,494-41.5% |
| Participation rate | 96.9% | 75.0%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -12.09% | -5.97%-6.1pp | 572.05%-584.1pp | -7.84%-4.2pp |
| Employer contribution / active EE | $4,067 | $3,381+20.3% | $4,814-15.5% | $2,596+56.6% |
| Participant deferral / active EE | $9,235 | $6,110+51.1% | $7,446+24.0% | $4,027+129.3% |
| Admin fee / account holder | $544 | $6,275-91.3% | $10,010-94.6% | $5,403-89.9% |