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 | $45,470 | $82,664-45.0% | $125,339-63.7% | $68,494-33.6% |
| Participation rate | 82.9% | 75.0%+7.9pp | 82.4%+0.6pp | 67.9%+15.0pp |
| Annual return | -15.91% | -5.97%-9.9pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,256 | $3,381-33.3% | $4,814-53.1% | $2,596-13.1% |
| Participant deferral / active EE | $5,353 | $6,110-12.4% | $7,446-28.1% | $4,027+32.9% |
| Admin fee / account holder | $24,723 | $6,275+294.0% | $10,010+147.0% | $5,403+357.6% |