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 | $42,188 | $82,664-49.0% | $125,339-66.3% | $68,494-38.4% |
| Participation rate | 76.6% | 75.0%+1.6pp | 82.4%-5.8pp | 67.9%+8.7pp |
| Annual return | -7.74% | -5.97%-1.8pp | 572.05%-579.8pp | -7.84%+0.1pp |
| Employer contribution / active EE | $2,005 | $3,381-40.7% | $4,814-58.4% | $2,596-22.8% |
| Participant deferral / active EE | $7,110 | $6,110+16.4% | $7,446-4.5% | $4,027+76.5% |
| Admin fee / account holder | $1,554 | $6,275-75.2% | $10,010-84.5% | $5,403-71.2% |