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 | $73,877 | $82,664-10.6% | $125,339-41.1% | $68,494+7.9% |
| Participation rate | 93.8% | 75.0%+18.7pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -15.37% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,881 | $3,381-14.8% | $4,814-40.2% | $2,596+10.9% |
| Participant deferral / active EE | $8,138 | $6,110+33.2% | $7,446+9.3% | $4,027+102.1% |
| Admin fee / account holder | $1,673 | $6,275-73.3% | $10,010-83.3% | $5,403-69.0% |