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 | $37,415 | $82,664-54.7% | $125,339-70.1% | $68,494-45.4% |
| Participation rate | 80.6% | 75.0%+5.6pp | 82.4%-1.7pp | 67.9%+12.8pp |
| Annual return | -16.20% | -5.97%-10.2pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,048 | $3,381-9.8% | $4,814-36.7% | $2,596+17.4% |
| Participant deferral / active EE | $6,656 | $6,110+8.9% | $7,446-10.6% | $4,027+65.3% |
| Admin fee / account holder | $3,044 | $6,275-51.5% | $10,010-69.6% | $5,403-43.7% |