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 5-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 | $65,801 | $82,664-20.4% | $125,339-47.5% | $68,494-3.9% |
| Participation rate | 72.5% | 75.0%-2.5pp | 82.4%-9.8pp | 67.9%+4.7pp |
| Annual return | -15.95% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $731 | $3,381-78.4% | $4,814-84.8% | $2,596-71.8% |
| Participant deferral / active EE | $4,262 | $6,110-30.2% | $7,446-42.8% | $4,027+5.8% |
| Admin fee / account holder | $7,820 | $6,275+24.6% | $10,010-21.9% | $5,403+44.7% |