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 | $63,242 | $54,350+16.4% | $82,719-23.5% | $68,494-7.7% |
| Participation rate | 76.3% | 63.9%+12.4pp | 72.6%+3.8pp | 67.9%+8.4pp |
| Annual return | -15.50% | -13.67%-1.8pp | 701.18%-716.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,340 | $2,218+50.6% | $3,009+11.0% | $2,596+28.6% |
| Participant deferral / active EE | $6,165 | $3,246+89.9% | $4,395+40.3% | $4,027+53.1% |
| Admin fee / account holder | $2,972 | $4,395-32.4% | $5,329-44.2% | $5,403-45.0% |