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 4-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 | $54,371 | $82,664-34.2% | $125,339-56.6% | $68,494-20.6% |
| Participation rate | 93.8% | 75.0%+18.8pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -17.34% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $7,390 | $3,381+118.6% | $4,814+53.5% | $2,596+184.6% |
| Participant deferral / active EE | $14,814 | $6,110+142.4% | $7,446+98.9% | $4,027+267.8% |
| Admin fee / account holder | $11,649 | $6,275+85.6% | $10,010+16.4% | $5,403+115.6% |