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 | $54,287 | $56,357-3.7% | $104,294-47.9% | $68,494-20.7% |
| Participation rate | 84.1% | 63.3%+20.8pp | 73.3%+10.8pp | 67.9%+16.2pp |
| Annual return | -15.37% | -9.19%-6.2pp | 24.61%-40.0pp | -7.84%-7.5pp |
| Employer contribution / active EE | $6,011 | $1,960+206.7% | $3,372+78.3% | $2,596+131.5% |
| Participant deferral / active EE | $4,724 | $3,077+53.5% | $4,625+2.1% | $4,027+17.3% |
| Admin fee / account holder | $1,415 | $4,903-71.1% | $7,339-80.7% | $5,403-73.8% |