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 | $66,386 | $82,664-19.7% | $125,339-47.0% | $68,494-3.1% |
| Participation rate | 90.5% | 75.0%+15.4pp | 82.4%+8.1pp | 67.9%+22.6pp |
| Annual return | -17.15% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,775 | $3,381-17.9% | $4,814-42.4% | $2,596+6.9% |
| Participant deferral / active EE | $8,489 | $6,110+38.9% | $7,446+14.0% | $4,027+110.8% |
| Admin fee / account holder | $3,408 | $6,275-45.7% | $10,010-65.9% | $5,403-36.9% |