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 | $50,647 | $82,664-38.7% | $125,339-59.6% | $68,494-26.1% |
| Participation rate | 80.4% | 75.0%+5.4pp | 82.4%-2.0pp | 67.9%+12.5pp |
| Annual return | -16.64% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,280 | $3,381-3.0% | $4,814-31.9% | $2,596+26.3% |
| Participant deferral / active EE | $5,740 | $6,110-6.1% | $7,446-22.9% | $4,027+42.5% |
| Admin fee / account holder | $1,085 | $6,275-82.7% | $10,010-89.2% | $5,403-79.9% |