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 | $66,256 | $82,664-19.8% | $125,339-47.1% | $68,494-3.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 82.4%-10.9pp | 67.9%+3.5pp |
| Annual return | -12.84% | -5.97%-6.9pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,297 | $3,381-32.1% | $4,814-52.3% | $2,596-11.5% |
| Participant deferral / active EE | $6,109 | $6,1100% | $7,446-18.0% | $4,027+51.7% |
| Admin fee / account holder | $10,748 | $6,275+71.3% | $10,010+7.4% | $5,403+98.9% |