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 | $56,748 | $82,664-31.4% | $125,339-54.7% | $68,494-17.1% |
| Participation rate | 76.9% | 75.0%+1.9pp | 82.4%-5.4pp | 67.9%+9.0pp |
| Annual return | -16.90% | -5.97%-10.9pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,470 | $3,381-26.9% | $4,814-48.7% | $2,596-4.9% |
| Participant deferral / active EE | $5,649 | $6,110-7.6% | $7,446-24.1% | $4,027+40.3% |
| Admin fee / account holder | $10,665 | $6,275+70.0% | $10,010+6.6% | $5,403+97.4% |