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 | $55,536 | $82,664-32.8% | $125,339-55.7% | $68,494-18.9% |
| Participation rate | 72.7% | 75.0%-2.3pp | 82.4%-9.6pp | 67.9%+4.8pp |
| Annual return | -16.70% | -5.97%-10.7pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $844 | $3,381-75.0% | $4,814-82.5% | $2,596-67.5% |
| Participant deferral / active EE | $9,066 | $6,110+48.4% | $7,446+21.8% | $4,027+125.1% |
| Admin fee / account holder | $8,665 | $6,275+38.1% | $10,010-13.4% | $5,403+60.4% |