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 | $42,101 | $82,664-49.1% | $125,339-66.4% | $68,494-38.5% |
| Participation rate | 71.7% | 75.0%-3.3pp | 82.4%-10.6pp | 67.9%+3.9pp |
| Annual return | -7.08% | -5.97%-1.1pp | 572.05%-579.1pp | -7.84%+0.8pp |
| Employer contribution / active EE | $2,948 | $3,381-12.8% | $4,814-38.8% | $2,596+13.5% |
| Participant deferral / active EE | $8,887 | $6,110+45.4% | $7,446+19.4% | $4,027+120.7% |
| Admin fee / account holder | $3,186 | $6,275-49.2% | $10,010-68.2% | $5,403-41.0% |