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 | $30,936 | $69,010-55.2% | $159,960-80.7% | $68,494-54.8% |
| Participation rate | 72.6% | 65.4%+7.2pp | 78.0%-5.4pp | 67.9%+4.7pp |
| Annual return | -15.72% | -9.65%-6.1pp | 408.60%-424.3pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,954 | $2,213+33.4% | $4,226-30.1% | $2,596+13.8% |
| Participant deferral / active EE | $2,859 | $4,212-32.1% | $6,182-53.8% | $4,027-29.0% |
| Admin fee / account holder | $1,620 | $4,798-66.2% | $8,698-81.4% | $5,403-70.0% |