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 5-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 | $54,278 | $82,664-34.3% | $125,339-56.7% | $68,494-20.8% |
| Participation rate | 98.5% | 75.0%+23.5pp | 82.4%+16.2pp | 67.9%+30.6pp |
| Annual return | -15.15% | -5.97%-9.2pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,143 | $3,381-36.6% | $4,814-55.5% | $2,596-17.4% |
| Participant deferral / active EE | $7,138 | $6,110+16.8% | $7,446-4.1% | $4,027+77.2% |
| Admin fee / account holder | $2,764 | $6,275-56.0% | $10,010-72.4% | $5,403-48.8% |