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 | $57,283 | $82,664-30.7% | $125,339-54.3% | $68,494-16.4% |
| Participation rate | 95.8% | 75.0%+20.7pp | 82.4%+13.4pp | 67.9%+27.9pp |
| Annual return | -16.85% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,533 | $3,381-54.7% | $4,814-68.1% | $2,596-40.9% |
| Participant deferral / active EE | $4,064 | $6,110-33.5% | $7,446-45.4% | $4,027+0.9% |
| Admin fee / account holder | $3,925 | $6,275-37.4% | $10,010-60.8% | $5,403-27.3% |