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 | $54,481 | $69,010-21.1% | $159,960-65.9% | $68,494-20.5% |
| Participation rate | 88.0% | 65.4%+22.6pp | 78.0%+10.0pp | 67.9%+20.1pp |
| Annual return | -18.35% | -9.65%-8.7pp | 408.60%-427.0pp | -7.84%-10.5pp |
| Employer contribution / active EE | $5,935 | $2,213+168.1% | $4,226+40.4% | $2,596+128.6% |
| Participant deferral / active EE | $8,293 | $4,212+96.9% | $6,182+34.1% | $4,027+105.9% |
| Admin fee / account holder | $536 | $4,798-88.8% | $8,698-93.8% | $5,403-90.1% |