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 | $76,165 | $82,664-7.9% | $125,339-39.2% | $68,494+11.2% |
| Participation rate | 79.4% | 75.0%+4.4pp | 82.4%-3.0pp | 67.9%+11.5pp |
| Annual return | -16.44% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,720 | $6,110-22.8% | $7,446-36.6% | $4,027+17.2% |
| Admin fee / account holder | $591 | $6,275-90.6% | $10,010-94.1% | $5,403-89.1% |