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 | $84,193 | $82,664+1.8% | $125,339-32.8% | $68,494+22.9% |
| Participation rate | 78.6% | 75.0%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -16.12% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,678 | $3,381-20.8% | $4,814-44.4% | $2,596+3.1% |
| Participant deferral / active EE | $5,873 | $6,110-3.9% | $7,446-21.1% | $4,027+45.8% |
| Admin fee / account holder | $1,996 | $6,275-68.2% | $10,010-80.1% | $5,403-63.1% |