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 | $52,145 | $82,664-36.9% | $125,339-58.4% | $68,494-23.9% |
| Participation rate | 95.9% | 75.0%+20.9pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | -14.44% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,446 | $3,381-27.6% | $4,814-49.2% | $2,596-5.8% |
| Participant deferral / active EE | $2,860 | $6,110-53.2% | $7,446-61.6% | $4,027-29.0% |
| Admin fee / account holder | $4,460 | $6,275-28.9% | $10,010-55.4% | $5,403-17.4% |