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 6-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 | $72,706 | $82,664-12.0% | $125,339-42.0% | $68,494+6.1% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -13.62% | -5.97%-7.6pp | 572.05%-585.7pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,191 | $3,381-35.2% | $4,814-54.5% | $2,596-15.6% |
| Participant deferral / active EE | $5,804 | $6,110-5.0% | $7,446-22.1% | $4,027+44.1% |
| Admin fee / account holder | $1,738 | $6,275-72.3% | $10,010-82.6% | $5,403-67.8% |