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 | $61,978 | $82,664-25.0% | $125,339-50.6% | $68,494-9.5% |
| Participation rate | 81.6% | 75.0%+6.6pp | 82.4%-0.7pp | 67.9%+13.7pp |
| Annual return | -17.78% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $6,069 | $3,381+79.5% | $4,814+26.1% | $2,596+133.8% |
| Participant deferral / active EE | $13,330 | $6,110+118.1% | $7,446+79.0% | $4,027+231.0% |
| Admin fee / account holder | $1,955 | $6,275-68.8% | $10,010-80.5% | $5,403-63.8% |