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 | $24,838 | $82,664-70.0% | $125,339-80.2% | $68,494-63.7% |
| Participation rate | 85.3% | 75.0%+10.3pp | 82.4%+2.9pp | 67.9%+17.4pp |
| Annual return | -13.73% | -5.97%-7.8pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,191 | $3,381-35.2% | $4,814-54.5% | $2,596-15.6% |
| Participant deferral / active EE | $3,607 | $6,110-41.0% | $7,446-51.6% | $4,027-10.4% |
| Admin fee / account holder | $10,655 | $6,275+69.8% | $10,010+6.5% | $5,403+97.2% |