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 | $71,524 | $82,664-13.5% | $125,339-42.9% | $68,494+4.4% |
| Participation rate | 80.8% | 75.0%+5.7pp | 82.4%-1.6pp | 67.9%+12.9pp |
| Annual return | -15.73% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,613 | $3,381+6.9% | $4,814-24.9% | $2,596+39.2% |
| Participant deferral / active EE | $8,168 | $6,110+33.7% | $7,446+9.7% | $4,027+102.8% |
| Admin fee / account holder | $4,026 | $6,275-35.8% | $10,010-59.8% | $5,403-25.5% |