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 | $61,538 | $82,664-25.6% | $125,339-50.9% | $68,494-10.2% |
| Participation rate | 78.3% | 75.0%+3.2pp | 82.4%-4.1pp | 67.9%+10.4pp |
| Annual return | -14.94% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,762 | $3,381-47.9% | $4,814-63.4% | $2,596-32.1% |
| Participant deferral / active EE | $6,228 | $6,110+1.9% | $7,446-16.4% | $4,027+54.7% |
| Admin fee / account holder | $22,951 | $6,275+265.7% | $10,010+129.3% | $5,403+324.8% |