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 | $27,186 | $69,010-60.6% | $159,960-83.0% | $68,494-60.3% |
| Participation rate | 74.7% | 65.4%+9.3pp | 78.0%-3.3pp | 67.9%+6.8pp |
| Annual return | -7.17% | -9.65%+2.5pp | 408.60%-415.8pp | -7.84%+0.7pp |
| Employer contribution / active EE | $3,382 | $2,213+52.8% | $4,226-20.0% | $2,596+30.3% |
| Participant deferral / active EE | $4,601 | $4,212+9.2% | $6,182-25.6% | $4,027+14.2% |
| Admin fee / account holder | $1,828 | $4,798-61.9% | $8,698-79.0% | $5,403-66.2% |