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 | $56,323 | $82,664-31.9% | $125,339-55.1% | $68,494-17.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -18.88% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,972 | $3,381-41.7% | $4,814-59.0% | $2,596-24.0% |
| Participant deferral / active EE | $4,870 | $6,110-20.3% | $7,446-34.6% | $4,027+20.9% |
| Admin fee / account holder | $9,872 | $6,275+57.3% | $10,010-1.4% | $5,403+82.7% |