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 | $76,976 | $82,664-6.9% | $125,339-38.6% | $68,494+12.4% |
| Participation rate | 71.1% | 75.0%-4.0pp | 82.4%-11.3pp | 67.9%+3.2pp |
| Annual return | -18.66% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,286 | $3,381-32.4% | $4,814-52.5% | $2,596-12.0% |
| Participant deferral / active EE | $6,414 | $6,110+5.0% | $7,446-13.9% | $4,027+59.3% |
| Admin fee / account holder | $648 | $6,275-89.7% | $10,010-93.5% | $5,403-88.0% |