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 | $39,887 | $82,664-51.7% | $125,339-68.2% | $68,494-41.8% |
| Participation rate | 97.4% | 75.0%+22.3pp | 82.4%+15.0pp | 67.9%+29.5pp |
| Annual return | -15.87% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,856 | $3,381-45.1% | $4,814-61.4% | $2,596-28.5% |
| Participant deferral / active EE | $4,492 | $6,110-26.5% | $7,446-39.7% | $4,027+11.5% |
| Admin fee / account holder | $5,129 | $6,275-18.3% | $10,010-48.8% | $5,403-5.1% |