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 | $29,254 | $82,664-64.6% | $125,339-76.7% | $68,494-57.3% |
| Participation rate | 78.6% | 75.0%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -9.87% | -5.97%-3.9pp | 572.05%-581.9pp | -7.84%-2.0pp |
| Employer contribution / active EE | $3,080 | $3,381-8.9% | $4,814-36.0% | $2,596+18.6% |
| Participant deferral / active EE | $6,858 | $6,110+12.2% | $7,446-7.9% | $4,027+70.3% |
| Admin fee / account holder | $7,285 | $6,275+16.1% | $10,010-27.2% | $5,403+34.8% |