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 | $38,232 | $82,664-53.8% | $125,339-69.5% | $68,494-44.2% |
| Participation rate | 80.6% | 75.0%+5.5pp | 82.4%-1.8pp | 67.9%+12.7pp |
| Annual return | -18.46% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,780 | $3,381-17.8% | $4,814-42.2% | $2,596+7.1% |
| Participant deferral / active EE | $7,556 | $6,110+23.7% | $7,446+1.5% | $4,027+87.6% |
| Admin fee / account holder | $1,946 | $6,275-69.0% | $10,010-80.6% | $5,403-64.0% |