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 | $20,119 | $82,664-75.7% | $125,339-83.9% | $68,494-70.6% |
| Participation rate | 79.5% | 75.0%+4.5pp | 82.4%-2.8pp | 67.9%+11.7pp |
| Annual return | -10.45% | -5.97%-4.5pp | 572.05%-582.5pp | -7.84%-2.6pp |
| Employer contribution / active EE | $1,674 | $3,381-50.5% | $4,814-65.2% | $2,596-35.5% |
| Participant deferral / active EE | $3,853 | $6,110-37.0% | $7,446-48.3% | $4,027-4.3% |
| Admin fee / account holder | $7,082 | $6,275+12.9% | $10,010-29.2% | $5,403+31.1% |