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 | $76,798 | $82,664-7.1% | $125,339-38.7% | $68,494+12.1% |
| Participation rate | 78.9% | 75.0%+3.9pp | 82.4%-3.4pp | 67.9%+11.1pp |
| Annual return | -17.20% | -5.97%-11.2pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $734 | $3,381-78.3% | $4,814-84.8% | $2,596-71.7% |
| Participant deferral / active EE | $6,728 | $6,110+10.1% | $7,446-9.7% | $4,027+67.1% |
| Admin fee / account holder | $762 | $6,275-87.9% | $10,010-92.4% | $5,403-85.9% |