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 | $70,677 | $82,664-14.5% | $125,339-43.6% | $68,494+3.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -17.11% | -5.97%-11.1pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,166 | $3,381-35.9% | $4,814-55.0% | $2,596-16.6% |
| Participant deferral / active EE | $5,056 | $6,110-17.3% | $7,446-32.1% | $4,027+25.6% |
| Admin fee / account holder | $9,227 | $6,275+47.0% | $10,010-7.8% | $5,403+70.8% |