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 | $26,108 | $82,664-68.4% | $125,339-79.2% | $68,494-61.9% |
| Participation rate | 95.0% | 75.0%+20.0pp | 82.4%+12.6pp | 67.9%+27.1pp |
| Annual return | -14.10% | -5.97%-8.1pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,367 | $3,381-30.0% | $4,814-50.8% | $2,596-8.8% |
| Participant deferral / active EE | $3,993 | $6,110-34.7% | $7,446-46.4% | $4,027-0.9% |
| Admin fee / account holder | $12,528 | $6,275+99.6% | $10,010+25.2% | $5,403+131.9% |