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 | $23,082 | $82,664-72.1% | $125,339-81.6% | $68,494-66.3% |
| Participation rate | 97.7% | 75.0%+22.6pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | -16.28% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,331 | $3,381-31.1% | $4,814-51.6% | $2,596-10.2% |
| Participant deferral / active EE | $4,178 | $6,110-31.6% | $7,446-43.9% | $4,027+3.7% |
| Admin fee / account holder | $1,074 | $6,275-82.9% | $10,010-89.3% | $5,403-80.1% |