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 | $78,967 | $82,664-4.5% | $125,339-37.0% | $68,494+15.3% |
| Participation rate | 97.2% | 75.0%+22.2pp | 82.4%+14.9pp | 67.9%+29.3pp |
| Annual return | -14.15% | -5.97%-8.2pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $4,207 | $3,381+24.4% | $4,814-12.6% | $2,596+62.1% |
| Participant deferral / active EE | $10,279 | $6,110+68.2% | $7,446+38.0% | $4,027+155.2% |
| Admin fee / account holder | $31,344 | $6,275+399.5% | $10,010+213.1% | $5,403+480.1% |