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 | $63,310 | $82,664-23.4% | $125,339-49.5% | $68,494-7.6% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -16.56% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,189 | $3,381-64.8% | $4,814-75.3% | $2,596-54.2% |
| Participant deferral / active EE | $5,694 | $6,110-6.8% | $7,446-23.5% | $4,027+41.4% |
| Admin fee / account holder | $18,683 | $6,275+197.7% | $10,010+86.7% | $5,403+245.8% |