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 | $23,714 | $82,664-71.3% | $125,339-81.1% | $68,494-65.4% |
| Participation rate | 72.4% | 75.0%-2.6pp | 82.4%-10.0pp | 67.9%+4.5pp |
| Annual return | -7.51% | -5.97%-1.5pp | 572.05%-579.6pp | -7.84%+0.3pp |
| Employer contribution / active EE | $1,823 | $3,381-46.1% | $4,814-62.1% | $2,596-29.8% |
| Participant deferral / active EE | $4,401 | $6,110-28.0% | $7,446-40.9% | $4,027+9.3% |
| Admin fee / account holder | $995 | $6,275-84.1% | $10,010-90.1% | $5,403-81.6% |