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 | $70,188 | $82,664-15.1% | $125,339-44.0% | $68,494+2.5% |
| Participation rate | 79.3% | 75.0%+4.2pp | 82.4%-3.1pp | 67.9%+11.4pp |
| Annual return | -18.98% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,748 | $3,381-48.3% | $4,814-63.7% | $2,596-32.7% |
| Participant deferral / active EE | $2,842 | $6,110-53.5% | $7,446-61.8% | $4,027-29.4% |
| Admin fee / account holder | $979 | $6,275-84.4% | $10,010-90.2% | $5,403-81.9% |