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 | $55,023 | $82,664-33.4% | $125,339-56.1% | $68,494-19.7% |
| Participation rate | 86.8% | 75.0%+11.8pp | 82.4%+4.5pp | 67.9%+19.0pp |
| Annual return | -16.66% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,947 | $3,381+16.8% | $4,814-18.0% | $2,596+52.0% |
| Participant deferral / active EE | $8,411 | $6,110+37.7% | $7,446+13.0% | $4,027+108.9% |
| Admin fee / account holder | $3,960 | $6,275-36.9% | $10,010-60.4% | $5,403-26.7% |