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 | $72,631 | $82,664-12.1% | $125,339-42.1% | $68,494+6.0% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -14.83% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,102 | $3,381-37.8% | $4,814-56.3% | $2,596-19.0% |
| Participant deferral / active EE | $4,668 | $6,110-23.6% | $7,446-37.3% | $4,027+15.9% |
| Admin fee / account holder | $2,130 | $6,275-66.1% | $10,010-78.7% | $5,403-60.6% |