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 | $49,223 | $82,664-40.5% | $125,339-60.7% | $68,494-28.1% |
| Participation rate | 95.5% | 75.0%+20.4pp | 82.4%+13.1pp | 67.9%+27.6pp |
| Annual return | -16.98% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,380 | $3,381-29.6% | $4,814-50.6% | $2,596-8.3% |
| Participant deferral / active EE | $5,393 | $6,110-11.7% | $7,446-27.6% | $4,027+33.9% |
| Admin fee / account holder | $1,123 | $6,275-82.1% | $10,010-88.8% | $5,403-79.2% |