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 | $66,602 | $82,664-19.4% | $125,339-46.9% | $68,494-2.8% |
| Participation rate | 70.4% | 75.0%-4.7pp | 82.4%-12.0pp | 67.9%+2.5pp |
| Annual return | -18.49% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $4,639 | $3,381+37.2% | $4,814-3.6% | $2,596+78.7% |
| Participant deferral / active EE | $10,137 | $6,110+65.9% | $7,446+36.1% | $4,027+151.7% |
| Admin fee / account holder | $3,041 | $6,275-51.5% | $10,010-69.6% | $5,403-43.7% |