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 | $24,464 | $82,664-70.4% | $125,339-80.5% | $68,494-64.3% |
| Participation rate | 70.2% | 75.0%-4.8pp | 82.4%-12.2pp | 67.9%+2.3pp |
| Annual return | -18.14% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,540 | $3,381-54.4% | $4,814-68.0% | $2,596-40.7% |
| Participant deferral / active EE | $2,733 | $6,110-55.3% | $7,446-63.3% | $4,027-32.1% |
| Admin fee / account holder | $1,692 | $6,275-73.0% | $10,010-83.1% | $5,403-68.7% |