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 | $69,303 | $82,664-16.2% | $125,339-44.7% | $68,494+1.2% |
| Participation rate | 73.7% | 75.0%-1.4pp | 82.4%-8.7pp | 67.9%+5.8pp |
| Annual return | -14.44% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,660 | $3,381-50.9% | $4,814-65.5% | $2,596-36.0% |
| Participant deferral / active EE | $7,655 | $6,110+25.3% | $7,446+2.8% | $4,027+90.1% |
| Admin fee / account holder | $4,626 | $6,275-26.3% | $10,010-53.8% | $5,403-14.4% |