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 | $50,503 | $82,664-38.9% | $125,339-59.7% | $68,494-26.3% |
| Participation rate | 90.6% | 75.0%+15.6pp | 82.4%+8.3pp | 67.9%+22.7pp |
| Annual return | -17.98% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,183 | $3,381-35.4% | $4,814-54.6% | $2,596-15.9% |
| Participant deferral / active EE | $6,259 | $6,110+2.4% | $7,446-15.9% | $4,027+55.4% |
| Admin fee / account holder | $1,913 | $6,275-69.5% | $10,010-80.9% | $5,403-64.6% |