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 | $39,139 | $82,664-52.7% | $125,339-68.8% | $68,494-42.9% |
| Participation rate | 70.0% | 75.0%-5.0pp | 82.4%-12.4pp | 67.9%+2.1pp |
| Annual return | -15.83% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,343 | $3,381-30.7% | $4,814-51.3% | $2,596-9.7% |
| Participant deferral / active EE | $5,206 | $6,110-14.8% | $7,446-30.1% | $4,027+29.3% |
| Admin fee / account holder | $1,828 | $6,275-70.9% | $10,010-81.7% | $5,403-66.2% |