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 | $64,864 | $82,664-21.5% | $125,339-48.2% | $68,494-5.3% |
| Participation rate | 74.1% | 75.0%-0.9pp | 82.4%-8.2pp | 67.9%+6.2pp |
| Annual return | -17.97% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,977 | $3,381-41.5% | $4,814-58.9% | $2,596-23.9% |
| Participant deferral / active EE | $3,887 | $6,110-36.4% | $7,446-47.8% | $4,027-3.5% |
| Admin fee / account holder | $14,833 | $6,275+136.4% | $10,010+48.2% | $5,403+174.5% |