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 | $33,539 | $82,664-59.4% | $125,339-73.2% | $68,494-51.0% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -19.11% | -5.97%-13.1pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,211 | $3,381-34.6% | $4,814-54.1% | $2,596-14.8% |
| Participant deferral / active EE | $4,106 | $6,110-32.8% | $7,446-44.9% | $4,027+1.9% |
| Admin fee / account holder | $644 | $6,275-89.7% | $10,010-93.6% | $5,403-88.1% |