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 | $63,172 | $82,664-23.6% | $125,339-49.6% | $68,494-7.8% |
| Participation rate | 81.4% | 75.0%+6.4pp | 82.4%-0.9pp | 67.9%+13.5pp |
| Annual return | -14.97% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,295 | $3,381-61.7% | $4,814-73.1% | $2,596-50.1% |
| Participant deferral / active EE | $3,926 | $6,110-35.7% | $7,446-47.3% | $4,027-2.5% |
| Admin fee / account holder | $2,783 | $6,275-55.6% | $10,010-72.2% | $5,403-48.5% |