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 | $59,519 | $82,664-28.0% | $125,339-52.5% | $68,494-13.1% |
| Participation rate | 96.8% | 75.0%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -18.22% | -5.97%-12.2pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,383 | $3,381+0.1% | $4,814-29.7% | $2,596+30.3% |
| Participant deferral / active EE | $8,590 | $6,110+40.6% | $7,446+15.4% | $4,027+113.3% |
| Admin fee / account holder | $3,375 | $6,275-46.2% | $10,010-66.3% | $5,403-37.5% |