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 | $42,820 | $82,664-48.2% | $125,339-65.8% | $68,494-37.5% |
| Participation rate | 72.5% | 75.0%-2.5pp | 82.4%-9.8pp | 67.9%+4.7pp |
| Annual return | -16.01% | -5.97%-10.0pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,481 | $3,381-56.2% | $4,814-69.2% | $2,596-43.0% |
| Participant deferral / active EE | $4,472 | $6,110-26.8% | $7,446-39.9% | $4,027+11.1% |
| Admin fee / account holder | $1,822 | $6,275-71.0% | $10,010-81.8% | $5,403-66.3% |