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 | $68,958 | $82,664-16.6% | $125,339-45.0% | $68,494+0.7% |
| Participation rate | 91.7% | 75.0%+16.6pp | 82.4%+9.3pp | 67.9%+23.8pp |
| Annual return | -17.01% | -5.97%-11.0pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $917 | $3,381-72.9% | $4,814-81.0% | $2,596-64.7% |
| Participant deferral / active EE | $5,584 | $6,110-8.6% | $7,446-25.0% | $4,027+38.7% |
| Admin fee / account holder | $2,418 | $6,275-61.5% | $10,010-75.8% | $5,403-55.2% |