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 | $59,990 | $82,664-27.4% | $125,339-52.1% | $68,494-12.4% |
| Participation rate | 82.1% | 75.0%+7.0pp | 82.4%-0.3pp | 67.9%+14.2pp |
| Annual return | -15.73% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,913 | $3,381+15.7% | $4,814-18.7% | $2,596+50.7% |
| Participant deferral / active EE | $6,908 | $6,110+13.1% | $7,446-7.2% | $4,027+71.5% |
| Admin fee / account holder | $1,226 | $6,275-80.5% | $10,010-87.8% | $5,403-77.3% |