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 | $70,894 | $82,664-14.2% | $125,339-43.4% | $68,494+3.5% |
| Participation rate | 78.8% | 75.0%+3.7pp | 82.4%-3.6pp | 67.9%+10.9pp |
| Annual return | -19.07% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,105 | $3,381-37.7% | $4,814-56.3% | $2,596-18.9% |
| Participant deferral / active EE | $7,127 | $6,110+16.6% | $7,446-4.3% | $4,027+77.0% |
| Admin fee / account holder | $3,849 | $6,275-38.7% | $10,010-61.6% | $5,403-28.8% |