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 4-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 | $52,082 | $82,664-37.0% | $125,339-58.4% | $68,494-24.0% |
| Participation rate | 93.0% | 75.0%+18.0pp | 82.4%+10.7pp | 67.9%+25.1pp |
| Annual return | -19.30% | -5.97%-13.3pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,559 | $3,381-24.3% | $4,814-46.8% | $2,596-1.4% |
| Participant deferral / active EE | $6,169 | $6,110+1.0% | $7,446-17.2% | $4,027+53.2% |
| Admin fee / account holder | $1,440 | $6,275-77.0% | $10,010-85.6% | $5,403-73.3% |