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 | $54,688 | $69,010-20.8% | $159,960-65.8% | $68,494-20.2% |
| Participation rate | 73.8% | 65.4%+8.4pp | 78.0%-4.1pp | 67.9%+6.0pp |
| Annual return | -18.11% | -9.65%-8.5pp | 408.60%-426.7pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,361 | $2,213+6.7% | $4,226-44.1% | $2,596-9.1% |
| Participant deferral / active EE | $3,086 | $4,212-26.7% | $6,182-50.1% | $4,027-23.4% |
| Admin fee / account holder | $1,558 | $4,798-67.5% | $8,698-82.1% | $5,403-71.2% |