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 | $40,041 | $82,664-51.6% | $125,339-68.1% | $68,494-41.5% |
| Participation rate | 84.4% | 75.0%+9.3pp | 82.4%+2.0pp | 67.9%+16.5pp |
| Annual return | -1.44% | -5.97%+4.5pp | 572.05%-573.5pp | -7.84%+6.4pp |
| Employer contribution / active EE | $2,003 | $3,381-40.8% | $4,814-58.4% | $2,596-22.8% |
| Participant deferral / active EE | $4,121 | $6,110-32.6% | $7,446-44.7% | $4,027+2.3% |
| Admin fee / account holder | $3,011 | $6,275-52.0% | $10,010-69.9% | $5,403-44.3% |