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 7-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 | $54,623 | $82,664-33.9% | $125,339-56.4% | $68,494-20.3% |
| Participation rate | 72.8% | 75.0%-2.2pp | 82.4%-9.5pp | 67.9%+5.0pp |
| Annual return | -18.85% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,852 | $3,381-45.2% | $4,814-61.5% | $2,596-28.7% |
| Participant deferral / active EE | $7,303 | $6,110+19.5% | $7,446-1.9% | $4,027+81.4% |
| Admin fee / account holder | $12,634 | $6,275+101.3% | $10,010+26.2% | $5,403+133.8% |