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 | $37,883 | $82,664-54.2% | $125,339-69.8% | $68,494-44.7% |
| Participation rate | 84.4% | 75.0%+9.3pp | 82.4%+2.0pp | 67.9%+16.5pp |
| Annual return | -16.57% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,426 | $3,381-57.8% | $4,814-70.4% | $2,596-45.1% |
| Participant deferral / active EE | $5,319 | $6,110-13.0% | $7,446-28.6% | $4,027+32.1% |
| Admin fee / account holder | $414 | $6,275-93.4% | $10,010-95.9% | $5,403-92.3% |