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 | $56,827 | $82,664-31.3% | $125,339-54.7% | $68,494-17.0% |
| Participation rate | 83.7% | 75.0%+8.6pp | 82.4%+1.3pp | 67.9%+15.8pp |
| Annual return | -14.52% | -5.97%-8.5pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,407 | $3,381-28.8% | $4,814-50.0% | $2,596-7.3% |
| Participant deferral / active EE | $5,389 | $6,110-11.8% | $7,446-27.6% | $4,027+33.8% |
| Admin fee / account holder | $11,819 | $6,275+88.3% | $10,010+18.1% | $5,403+118.8% |