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 | $73,342 | $82,664-11.3% | $125,339-41.5% | $68,494+7.1% |
| Participation rate | 93.8% | 75.0%+18.7pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -14.44% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,129 | $3,381-7.5% | $4,814-35.0% | $2,596+20.5% |
| Participant deferral / active EE | $5,384 | $6,110-11.9% | $7,446-27.7% | $4,027+33.7% |
| Admin fee / account holder | $7,672 | $6,275+22.3% | $10,010-23.4% | $5,403+42.0% |