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 | $43,081 | $82,664-47.9% | $125,339-65.6% | $68,494-37.1% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -17.71% | -5.97%-11.7pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,693 | $3,381-20.3% | $4,814-44.0% | $2,596+3.7% |
| Participant deferral / active EE | $4,638 | $6,110-24.1% | $7,446-37.7% | $4,027+15.2% |
| Admin fee / account holder | $955 | $6,275-84.8% | $10,010-90.5% | $5,403-82.3% |