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 | $62,753 | $82,664-24.1% | $125,339-49.9% | $68,494-8.4% |
| Participation rate | 73.7% | 75.0%-1.4pp | 82.4%-8.7pp | 67.9%+5.8pp |
| Annual return | -18.93% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,699 | $3,381-49.7% | $4,814-64.7% | $2,596-34.5% |
| Participant deferral / active EE | $2,847 | $6,110-53.4% | $7,446-61.8% | $4,027-29.3% |
| Admin fee / account holder | $15,010 | $6,275+139.2% | $10,010+50.0% | $5,403+177.8% |