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 | $30,104 | $54,350-44.6% | $82,719-63.6% | $68,494-56.0% |
| Participation rate | 96.0% | 63.9%+32.1pp | 72.6%+23.4pp | 67.9%+28.1pp |
| Annual return | -15.85% | -13.67%-2.2pp | 701.18%-717.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,840 | $2,218+28.1% | $3,009-5.6% | $2,596+9.4% |
| Participant deferral / active EE | $5,162 | $3,246+59.0% | $4,395+17.5% | $4,027+28.2% |
| Admin fee / account holder | $352 | $4,395-92.0% | $5,329-93.4% | $5,403-93.5% |