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 | $54,215 | $82,664-34.4% | $125,339-56.7% | $68,494-20.8% |
| Participation rate | 71.9% | 75.0%-3.2pp | 82.4%-10.5pp | 67.9%+4.0pp |
| Annual return | -16.15% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,856 | $3,381-45.1% | $4,814-61.4% | $2,596-28.5% |
| Participant deferral / active EE | $6,566 | $6,110+7.5% | $7,446-11.8% | $4,027+63.1% |
| Admin fee / account holder | $24,501 | $6,275+290.4% | $10,010+144.8% | $5,403+353.5% |