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 | $54,123 | $82,664-34.5% | $125,339-56.8% | $68,494-21.0% |
| Participation rate | 79.1% | 75.0%+4.0pp | 82.4%-3.3pp | 67.9%+11.2pp |
| Annual return | -15.45% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,388 | $3,381-59.0% | $4,814-71.2% | $2,596-46.6% |
| Participant deferral / active EE | $7,715 | $6,110+26.3% | $7,446+3.6% | $4,027+91.6% |
| Admin fee / account holder | $7,901 | $6,275+25.9% | $10,010-21.1% | $5,403+46.2% |