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 | $69,545 | $82,664-15.9% | $125,339-44.5% | $68,494+1.5% |
| Participation rate | 91.5% | 75.0%+16.5pp | 82.4%+9.2pp | 67.9%+23.6pp |
| Annual return | -16.51% | -5.97%-10.5pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,437 | $3,381-57.5% | $4,814-70.1% | $2,596-44.7% |
| Participant deferral / active EE | $6,780 | $6,110+11.0% | $7,446-9.0% | $4,027+68.4% |
| Admin fee / account holder | $2,638 | $6,275-58.0% | $10,010-73.6% | $5,403-51.2% |