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 | $68,345 | $82,664-17.3% | $125,339-45.5% | $68,494-0.2% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -15.59% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,850 | $3,381-45.3% | $4,814-61.6% | $2,596-28.7% |
| Participant deferral / active EE | $9,224 | $6,110+50.9% | $7,446+23.9% | $4,027+129.0% |
| Admin fee / account holder | $27,199 | $6,275+333.4% | $10,010+171.7% | $5,403+403.4% |