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 | $66,485 | $82,664-19.6% | $125,339-47.0% | $68,494-2.9% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -10.43% | -5.97%-4.5pp | 572.05%-582.5pp | -7.84%-2.6pp |
| Employer contribution / active EE | $2,028 | $3,381-40.0% | $4,814-57.9% | $2,596-21.9% |
| Participant deferral / active EE | $4,783 | $6,110-21.7% | $7,446-35.8% | $4,027+18.8% |
| Admin fee / account holder | $3,110 | $6,275-50.4% | $10,010-68.9% | $5,403-42.4% |