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 | $49,975 | $82,664-39.5% | $125,339-60.1% | $68,494-27.0% |
| Participation rate | 88.2% | 75.0%+13.2pp | 82.4%+5.9pp | 67.9%+20.3pp |
| Annual return | -12.47% | -5.97%-6.5pp | 572.05%-584.5pp | -7.84%-4.6pp |
| Employer contribution / active EE | $1,859 | $3,381-45.0% | $4,814-61.4% | $2,596-28.4% |
| Participant deferral / active EE | $6,152 | $6,110+0.7% | $7,446-17.4% | $4,027+52.8% |
| Admin fee / account holder | $9,559 | $6,275+52.3% | $10,010-4.5% | $5,403+76.9% |