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 | $67,202 | $82,664-18.7% | $125,339-46.4% | $68,494-1.9% |
| Participation rate | 80.5% | 75.0%+5.4pp | 82.4%-1.9pp | 67.9%+12.6pp |
| Annual return | -16.78% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,444 | $3,381+1.9% | $4,814-28.5% | $2,596+32.6% |
| Participant deferral / active EE | $4,938 | $6,110-19.2% | $7,446-33.7% | $4,027+22.6% |
| Admin fee / account holder | $2,506 | $6,275-60.1% | $10,010-75.0% | $5,403-53.6% |