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 | $57,846 | $82,664-30.0% | $125,339-53.8% | $68,494-15.5% |
| Participation rate | 93.2% | 75.0%+18.2pp | 82.4%+10.9pp | 67.9%+25.3pp |
| Annual return | -16.99% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,272 | $3,381-32.8% | $4,814-52.8% | $2,596-12.5% |
| Participant deferral / active EE | $5,497 | $6,110-10.0% | $7,446-26.2% | $4,027+36.5% |
| Admin fee / account holder | $3,642 | $6,275-42.0% | $10,010-63.6% | $5,403-32.6% |