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 | $64,353 | $82,664-22.2% | $125,339-48.7% | $68,494-6.0% |
| Participation rate | 78.6% | 75.0%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -12.22% | -5.97%-6.3pp | 572.05%-584.3pp | -7.84%-4.4pp |
| Employer contribution / active EE | $4,329 | $3,381+28.1% | $4,814-10.1% | $2,596+66.8% |
| Participant deferral / active EE | $10,554 | $6,110+72.7% | $7,446+41.7% | $4,027+162.1% |
| Admin fee / account holder | $8,495 | $6,275+35.4% | $10,010-15.1% | $5,403+57.2% |