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 | $25,463 | $82,664-69.2% | $125,339-79.7% | $68,494-62.8% |
| Participation rate | 93.9% | 75.0%+18.9pp | 82.4%+11.6pp | 67.9%+26.1pp |
| Annual return | -14.65% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,964 | $3,381-41.9% | $4,814-59.2% | $2,596-24.4% |
| Participant deferral / active EE | $3,835 | $6,110-37.2% | $7,446-48.5% | $4,027-4.8% |
| Admin fee / account holder | $9,729 | $6,275+55.0% | $10,010-2.8% | $5,403+80.1% |