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 4-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 | $53,590 | $82,664-35.2% | $125,339-57.2% | $68,494-21.8% |
| Participation rate | 80.3% | 75.0%+5.3pp | 82.4%-2.0pp | 67.9%+12.4pp |
| Annual return | -15.93% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,741 | $3,381-48.5% | $4,814-63.8% | $2,596-32.9% |
| Participant deferral / active EE | $8,177 | $6,110+33.8% | $7,446+9.8% | $4,027+103.0% |
| Admin fee / account holder | $1,855 | $6,275-70.4% | $10,010-81.5% | $5,403-65.7% |