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 | $56,106 | $82,664-32.1% | $125,339-55.2% | $68,494-18.1% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -18.23% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,157 | $3,381-65.8% | $4,814-76.0% | $2,596-55.4% |
| Participant deferral / active EE | $4,459 | $6,110-27.0% | $7,446-40.1% | $4,027+10.7% |
| Admin fee / account holder | $1,876 | $6,275-70.1% | $10,010-81.3% | $5,403-65.3% |