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 | $40,474 | $82,664-51.0% | $125,339-67.7% | $68,494-40.9% |
| Participation rate | 96.9% | 75.0%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -14.12% | -5.97%-8.1pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,032 | $3,381-69.5% | $4,814-78.6% | $2,596-60.3% |
| Participant deferral / active EE | $2,685 | $6,110-56.1% | $7,446-63.9% | $4,027-33.3% |
| Admin fee / account holder | $8,983 | $6,275+43.1% | $10,010-10.3% | $5,403+66.3% |