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 | $45,523 | $82,664-44.9% | $125,339-63.7% | $68,494-33.5% |
| Participation rate | 73.1% | 75.0%-2.0pp | 82.4%-9.3pp | 67.9%+5.2pp |
| Annual return | -15.69% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,574 | $3,381-23.9% | $4,814-46.5% | $2,596-0.9% |
| Participant deferral / active EE | $5,332 | $6,110-12.7% | $7,446-28.4% | $4,027+32.4% |
| Admin fee / account holder | $385 | $6,275-93.9% | $10,010-96.2% | $5,403-92.9% |