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 | $56,857 | $82,664-31.2% | $125,339-54.6% | $68,494-17.0% |
| Participation rate | 73.3% | 75.0%-1.7pp | 82.4%-9.0pp | 67.9%+5.4pp |
| Annual return | -13.73% | -5.97%-7.8pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,593 | $3,381-52.9% | $4,814-66.9% | $2,596-38.6% |
| Participant deferral / active EE | $5,216 | $6,110-14.6% | $7,446-30.0% | $4,027+29.5% |
| Admin fee / account holder | $3,316 | $6,275-47.2% | $10,010-66.9% | $5,403-38.6% |