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 | $44,141 | $82,664-46.6% | $125,339-64.8% | $68,494-35.6% |
| Participation rate | 73.3% | 75.0%-1.7pp | 82.4%-9.0pp | 67.9%+5.4pp |
| Annual return | -14.27% | -5.97%-8.3pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $3,404 | $3,381+0.7% | $4,814-29.3% | $2,596+31.1% |
| Participant deferral / active EE | $4,388 | $6,110-28.2% | $7,446-41.1% | $4,027+9.0% |
| Admin fee / account holder | $3,065 | $6,275-51.2% | $10,010-69.4% | $5,403-43.3% |