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 | $27,533 | $82,664-66.7% | $125,339-78.0% | $68,494-59.8% |
| Participation rate | 73.3% | 75.0%-1.7pp | 82.4%-9.0pp | 67.9%+5.4pp |
| Annual return | -18.72% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,714 | $3,381-49.3% | $4,814-64.4% | $2,596-34.0% |
| Participant deferral / active EE | $5,354 | $6,110-12.4% | $7,446-28.1% | $4,027+32.9% |
| Admin fee / account holder | $2,814 | $6,275-55.2% | $10,010-71.9% | $5,403-47.9% |