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 | $76,058 | $82,664-8.0% | $125,339-39.3% | $68,494+11.0% |
| Participation rate | 85.4% | 75.0%+10.3pp | 82.4%+3.0pp | 67.9%+17.5pp |
| Annual return | -18.21% | -5.97%-12.2pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,361 | $3,381-59.7% | $4,814-71.7% | $2,596-47.6% |
| Participant deferral / active EE | $3,807 | $6,110-37.7% | $7,446-48.9% | $4,027-5.5% |
| Admin fee / account holder | $1,095 | $6,275-82.6% | $10,010-89.1% | $5,403-79.7% |