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 | $58,269 | $82,664-29.5% | $125,339-53.5% | $68,494-14.9% |
| Participation rate | 98.5% | 75.0%+23.5pp | 82.4%+16.2pp | 67.9%+30.6pp |
| Annual return | -13.87% | -5.97%-7.9pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,798 | $3,381-17.2% | $4,814-41.9% | $2,596+7.8% |
| Participant deferral / active EE | $7,394 | $6,110+21.0% | $7,446-0.7% | $4,027+83.6% |
| Admin fee / account holder | $12,875 | $6,275+105.2% | $10,010+28.6% | $5,403+138.3% |