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 8-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 | $56,842 | $69,010-17.6% | $159,960-64.5% | $68,494-17.0% |
| Participation rate | 71.4% | 65.4%+6.0pp | 78.0%-6.5pp | 67.9%+3.5pp |
| Annual return | -16.41% | -9.65%-6.8pp | 408.60%-425.0pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,504 | $2,213-32.0% | $4,226-64.4% | $2,596-42.1% |
| Participant deferral / active EE | $4,130 | $4,212-1.9% | $6,182-33.2% | $4,027+2.5% |
| Admin fee / account holder | $10,820 | $4,798+125.5% | $8,698+24.4% | $5,403+100.3% |