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 | $61,764 | $82,664-25.3% | $125,339-50.7% | $68,494-9.8% |
| Participation rate | 78.6% | 75.0%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -16.15% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,386 | $3,381-29.4% | $4,814-50.4% | $2,596-8.1% |
| Participant deferral / active EE | $5,603 | $6,110-8.3% | $7,446-24.8% | $4,027+39.1% |
| Admin fee / account holder | $12,994 | $6,275+107.1% | $10,010+29.8% | $5,403+140.5% |