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 | $27,001 | $82,664-67.3% | $125,339-78.5% | $68,494-60.6% |
| Participation rate | 80.9% | 75.0%+5.8pp | 82.4%-1.5pp | 67.9%+13.0pp |
| Annual return | -14.91% | -5.97%-8.9pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,272 | $3,381-62.4% | $4,814-73.6% | $2,596-51.0% |
| Participant deferral / active EE | $7,271 | $6,110+19.0% | $7,446-2.4% | $4,027+80.5% |
| Admin fee / account holder | $1,390 | $6,275-77.9% | $10,010-86.1% | $5,403-74.3% |