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 | $60,053 | $82,664-27.4% | $125,339-52.1% | $68,494-12.3% |
| Participation rate | 76.3% | 75.0%+1.3pp | 82.4%-6.1pp | 67.9%+8.4pp |
| Annual return | -18.75% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,374 | $3,381-0.2% | $4,814-29.9% | $2,596+30.0% |
| Participant deferral / active EE | $8,553 | $6,110+40.0% | $7,446+14.9% | $4,027+112.4% |
| Admin fee / account holder | $3,847 | $6,275-38.7% | $10,010-61.6% | $5,403-28.8% |