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 | $80,528 | $79,523+1.3% | $140,016-42.5% | $56,287+43.1% |
| Participation rate | 83.0% | 85.7%-2.7pp | 87.5%-4.5pp | 69.9%+13.1pp |
| Annual return | -3.65% | 2.39%-6.0pp | 651.12%-654.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $2,236 | $3,350-33.3% | $5,606-60.1% | $2,111+5.9% |
| Participant deferral / active EE | $3,822 | $5,129-25.5% | $6,927-44.8% | $3,350+14.1% |
| Admin fee / account holder | $2,672 | $614+335.0% | $10,705-75.0% | $521+413.0% |