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 | $43,740 | $82,664-47.1% | $125,339-65.1% | $68,494-36.1% |
| Participation rate | 81.4% | 75.0%+6.4pp | 82.4%-1.0pp | 67.9%+13.5pp |
| Annual return | -16.01% | -5.97%-10.0pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,277 | $3,381-32.7% | $4,814-52.7% | $2,596-12.3% |
| Participant deferral / active EE | $6,679 | $6,110+9.3% | $7,446-10.3% | $4,027+65.8% |
| Admin fee / account holder | $11,391 | $6,275+81.5% | $10,010+13.8% | $5,403+110.8% |