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 | $71,237 | $82,664-13.8% | $125,339-43.2% | $68,494+4.0% |
| Participation rate | 81.3% | 75.0%+6.2pp | 82.4%-1.1pp | 67.9%+13.4pp |
| Annual return | -16.25% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $4,042 | $3,381+19.5% | $4,814-16.0% | $2,596+55.7% |
| Participant deferral / active EE | $8,687 | $6,110+42.2% | $7,446+16.7% | $4,027+115.7% |
| Admin fee / account holder | $8,429 | $6,275+34.3% | $10,010-15.8% | $5,403+56.0% |