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 | $45,621 | $82,664-44.8% | $125,339-63.6% | $68,494-33.4% |
| Participation rate | 84.3% | 75.0%+9.2pp | 82.4%+1.9pp | 67.9%+16.4pp |
| Annual return | -15.87% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,647 | $3,381-21.7% | $4,814-45.0% | $2,596+2.0% |
| Participant deferral / active EE | $9,312 | $6,110+52.4% | $7,446+25.1% | $4,027+131.2% |
| Admin fee / account holder | $13,591 | $6,275+116.6% | $10,010+35.8% | $5,403+151.6% |