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 | $76,655 | $82,664-7.3% | $125,339-38.8% | $68,494+11.9% |
| Participation rate | 80.4% | 75.0%+5.3pp | 82.4%-2.0pp | 67.9%+12.5pp |
| Annual return | -13.90% | -5.97%-7.9pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,280 | $6,110-30.0% | $7,446-42.5% | $4,027+6.3% |
| Admin fee / account holder | $3,351 | $6,275-46.6% | $10,010-66.5% | $5,403-38.0% |