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 | $60,667 | $82,664-26.6% | $125,339-51.6% | $68,494-11.4% |
| Participation rate | 88.5% | 75.0%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -18.13% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,426 | $3,381-28.2% | $4,814-49.6% | $2,596-6.5% |
| Participant deferral / active EE | $6,961 | $6,110+13.9% | $7,446-6.5% | $4,027+72.9% |
| Admin fee / account holder | $1,276 | $6,275-79.7% | $10,010-87.2% | $5,403-76.4% |