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 | $53,383 | $82,664-35.4% | $125,339-57.4% | $68,494-22.1% |
| Participation rate | 73.1% | 75.0%-1.9pp | 82.4%-9.2pp | 67.9%+5.2pp |
| Annual return | -17.12% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,406 | $3,381-28.8% | $4,814-50.0% | $2,596-7.3% |
| Participant deferral / active EE | $7,482 | $6,110+22.4% | $7,446+0.5% | $4,027+85.8% |
| Admin fee / account holder | $1,904 | $6,275-69.7% | $10,010-81.0% | $5,403-64.8% |