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 | $35,464 | $82,664-57.1% | $125,339-71.7% | $68,494-48.2% |
| Participation rate | 82.1% | 75.0%+7.1pp | 82.4%-0.2pp | 67.9%+14.3pp |
| Annual return | -19.12% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,147 | $3,381-66.1% | $4,814-76.2% | $2,596-55.8% |
| Participant deferral / active EE | $3,816 | $6,110-37.5% | $7,446-48.7% | $4,027-5.2% |
| Admin fee / account holder | $1,889 | $6,275-69.9% | $10,010-81.1% | $5,403-65.0% |