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 | $57,295 | $82,664-30.7% | $125,339-54.3% | $68,494-16.4% |
| Participation rate | 84.0% | 75.0%+9.0pp | 82.4%+1.6pp | 67.9%+16.1pp |
| Annual return | -18.97% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,511 | $3,381+3.8% | $4,814-27.1% | $2,596+35.2% |
| Participant deferral / active EE | $7,821 | $6,110+28.0% | $7,446+5.0% | $4,027+94.2% |
| Admin fee / account holder | $970 | $6,275-84.5% | $10,010-90.3% | $5,403-82.0% |