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 | $49,763 | $82,664-39.8% | $125,339-60.3% | $68,494-27.3% |
| Participation rate | 78.5% | 75.0%+3.4pp | 82.4%-3.9pp | 67.9%+10.6pp |
| Annual return | -18.12% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $3,132 | $3,381-7.4% | $4,814-34.9% | $2,596+20.6% |
| Participant deferral / active EE | $6,020 | $6,110-1.5% | $7,446-19.2% | $4,027+49.5% |
| Admin fee / account holder | $3,353 | $6,275-46.6% | $10,010-66.5% | $5,403-37.9% |