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 4-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 | $66,506 | $82,664-19.5% | $125,339-46.9% | $68,494-2.9% |
| Participation rate | 78.6% | 75.0%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -12.74% | -5.97%-6.8pp | 572.05%-584.8pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,901 | $3,381-43.8% | $4,814-60.5% | $2,596-26.8% |
| Participant deferral / active EE | $3,960 | $6,110-35.2% | $7,446-46.8% | $4,027-1.7% |
| Admin fee / account holder | $11,290 | $6,275+79.9% | $10,010+12.8% | $5,403+109.0% |