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 | $44,409 | $82,664-46.3% | $125,339-64.6% | $68,494-35.2% |
| Participation rate | 75.9% | 75.0%+0.8pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | -17.34% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,358 | $3,381-30.3% | $4,814-51.0% | $2,596-9.2% |
| Participant deferral / active EE | $4,549 | $6,110-25.6% | $7,446-38.9% | $4,027+13.0% |
| Admin fee / account holder | $5,360 | $6,275-14.6% | $10,010-46.5% | $5,403-0.8% |