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 | $79,186 | $82,664-4.2% | $125,339-36.8% | $68,494+15.6% |
| Participation rate | 84.4% | 75.0%+9.3pp | 82.4%+2.0pp | 67.9%+16.5pp |
| Annual return | -15.08% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $731 | $3,381-78.4% | $4,814-84.8% | $2,596-71.8% |
| Participant deferral / active EE | $8,504 | $6,110+39.2% | $7,446+14.2% | $4,027+111.2% |
| Admin fee / account holder | $2,890 | $6,275-54.0% | $10,010-71.1% | $5,403-46.5% |