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 | $70,077 | $82,664-15.2% | $125,339-44.1% | $68,494+2.3% |
| Participation rate | 78.7% | 75.0%+3.6pp | 82.4%-3.7pp | 67.9%+10.8pp |
| Annual return | -18.37% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,506 | $3,381+3.7% | $4,814-27.2% | $2,596+35.1% |
| Participant deferral / active EE | $6,630 | $6,110+8.5% | $7,446-11.0% | $4,027+64.6% |
| Admin fee / account holder | $1,280 | $6,275-79.6% | $10,010-87.2% | $5,403-76.3% |