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 | $65,531 | $82,664-20.7% | $125,339-47.7% | $68,494-4.3% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -19.37% | -5.97%-13.4pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,456 | $3,381-27.4% | $4,814-49.0% | $2,596-5.4% |
| Participant deferral / active EE | $6,890 | $6,110+12.8% | $7,446-7.5% | $4,027+71.1% |
| Admin fee / account holder | $667 | $6,275-89.4% | $10,010-93.3% | $5,403-87.7% |