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 | $60,614 | $82,664-26.7% | $125,339-51.6% | $68,494-11.5% |
| Participation rate | 96.2% | 75.0%+21.2pp | 82.4%+13.9pp | 67.9%+28.3pp |
| Annual return | -14.81% | -5.97%-8.8pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,220 | $3,381-4.8% | $4,814-33.1% | $2,596+24.0% |
| Participant deferral / active EE | $7,638 | $6,110+25.0% | $7,446+2.6% | $4,027+89.7% |
| Admin fee / account holder | $2,658 | $6,275-57.6% | $10,010-73.4% | $5,403-50.8% |