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 | $32,985 | $82,664-60.1% | $125,339-73.7% | $68,494-51.8% |
| Participation rate | 75.3% | 75.0%+0.3pp | 82.4%-7.0pp | 67.9%+7.5pp |
| Annual return | -17.47% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,143 | $3,381-7.0% | $4,814-34.7% | $2,596+21.1% |
| Participant deferral / active EE | $3,655 | $6,110-40.2% | $7,446-50.9% | $4,027-9.2% |
| Admin fee / account holder | $2,704 | $6,275-56.9% | $10,010-73.0% | $5,403-49.9% |