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 | $68,018 | $82,664-17.7% | $125,339-45.7% | $68,494-0.7% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -14.48% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,275 | $3,381-3.1% | $4,814-32.0% | $2,596+26.1% |
| Participant deferral / active EE | $9,811 | $6,110+60.6% | $7,446+31.8% | $4,027+143.6% |
| Admin fee / account holder | $2,761 | $6,275-56.0% | $10,010-72.4% | $5,403-48.9% |