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 | $40,050 | $69,010-42.0% | $159,960-75.0% | $68,494-41.5% |
| Participation rate | 71.8% | 65.4%+6.4pp | 78.0%-6.2pp | 67.9%+3.9pp |
| Annual return | -18.05% | -9.65%-8.4pp | 408.60%-426.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,329 | $2,213+5.2% | $4,226-44.9% | $2,596-10.3% |
| Participant deferral / active EE | $3,829 | $4,212-9.1% | $6,182-38.1% | $4,027-4.9% |
| Admin fee / account holder | $3,645 | $4,798-24.0% | $8,698-58.1% | $5,403-32.5% |