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 | $22,164 | $82,664-73.2% | $125,339-82.3% | $68,494-67.6% |
| Participation rate | 74.3% | 75.0%-0.8pp | 82.4%-8.1pp | 67.9%+6.4pp |
| Annual return | -13.88% | -5.97%-7.9pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $878 | $3,381-74.0% | $4,814-81.8% | $2,596-66.2% |
| Participant deferral / active EE | $2,832 | $6,110-53.7% | $7,446-62.0% | $4,027-29.7% |
| Admin fee / account holder | $6,905 | $6,275+10.0% | $10,010-31.0% | $5,403+27.8% |