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 | $47,024 | $82,664-43.1% | $125,339-62.5% | $68,494-31.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -14.78% | -5.97%-8.8pp | 572.05%-586.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $4,064 | $3,381+20.2% | $4,814-15.6% | $2,596+56.5% |
| Participant deferral / active EE | $8,246 | $6,110+34.9% | $7,446+10.7% | $4,027+104.8% |
| Admin fee / account holder | $10,374 | $6,275+65.3% | $10,010+3.6% | $5,403+92.0% |