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 | $79,178 | $82,664-4.2% | $125,339-36.8% | $68,494+15.6% |
| Participation rate | 91.8% | 75.0%+16.8pp | 82.4%+9.4pp | 67.9%+23.9pp |
| Annual return | -14.81% | -5.97%-8.8pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,471 | $3,381-56.5% | $4,814-69.4% | $2,596-43.3% |
| Participant deferral / active EE | $6,387 | $6,110+4.5% | $7,446-14.2% | $4,027+58.6% |
| Admin fee / account holder | $1,411 | $6,275-77.5% | $10,010-85.9% | $5,403-73.9% |