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 | $41,941 | $82,664-49.3% | $125,339-66.5% | $68,494-38.8% |
| Participation rate | 75.8% | 75.0%+0.8pp | 82.4%-6.6pp | 67.9%+7.9pp |
| Annual return | -16.44% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,663 | $3,381-50.8% | $4,814-65.5% | $2,596-36.0% |
| Participant deferral / active EE | $4,875 | $6,110-20.2% | $7,446-34.5% | $4,027+21.1% |
| Admin fee / account holder | $1,824 | $6,275-70.9% | $10,010-81.8% | $5,403-66.2% |