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 7-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 | $54,198 | $82,664-34.4% | $125,339-56.8% | $68,494-20.9% |
| Participation rate | 82.0% | 75.0%+7.0pp | 82.4%-0.4pp | 67.9%+14.1pp |
| Annual return | -16.46% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,352 | $3,381-0.9% | $4,814-30.4% | $2,596+29.1% |
| Participant deferral / active EE | $13,515 | $6,110+121.2% | $7,446+81.5% | $4,027+235.6% |
| Admin fee / account holder | $1,586 | $6,275-74.7% | $10,010-84.2% | $5,403-70.6% |