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 | $45,282 | $82,664-45.2% | $125,339-63.9% | $68,494-33.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -15.18% | -5.97%-9.2pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,344 | $3,381-60.2% | $4,814-72.1% | $2,596-48.2% |
| Participant deferral / active EE | $3,221 | $6,110-47.3% | $7,446-56.7% | $4,027-20.0% |
| Admin fee / account holder | $5,605 | $6,275-10.7% | $10,010-44.0% | $5,403+3.8% |