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 | $27,170 | $82,664-67.1% | $125,339-78.3% | $68,494-60.3% |
| Participation rate | 80.4% | 75.0%+5.4pp | 82.4%-1.9pp | 67.9%+12.5pp |
| Annual return | -12.91% | -5.97%-6.9pp | 572.05%-585.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $2,936 | $3,381-13.1% | $4,814-39.0% | $2,596+13.1% |
| Participant deferral / active EE | $7,103 | $6,110+16.2% | $7,446-4.6% | $4,027+76.4% |
| Admin fee / account holder | $11,951 | $6,275+90.4% | $10,010+19.4% | $5,403+121.2% |