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 6-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 | $57,107 | $82,664-30.9% | $125,339-54.4% | $68,494-16.6% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -18.92% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $10,496 | $3,381+210.4% | $4,814+118.0% | $2,596+304.3% |
| Participant deferral / active EE | $6,983 | $6,110+14.3% | $7,446-6.2% | $4,027+73.4% |
| Admin fee / account holder | $33,624 | $6,275+435.8% | $10,010+235.9% | $5,403+522.3% |