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 | $58,702 | $82,664-29.0% | $125,339-53.2% | $68,494-14.3% |
| Participation rate | 94.4% | 75.0%+19.4pp | 82.4%+12.1pp | 67.9%+26.6pp |
| Annual return | -14.76% | -5.97%-8.8pp | 572.05%-586.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $4,566 | $3,381+35.0% | $4,814-5.2% | $2,596+75.8% |
| Participant deferral / active EE | $8,414 | $6,110+37.7% | $7,446+13.0% | $4,027+108.9% |
| Admin fee / account holder | $1,903 | $6,275-69.7% | $10,010-81.0% | $5,403-64.8% |