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 | $64,934 | $82,664-21.4% | $125,339-48.2% | $68,494-5.2% |
| Participation rate | 90.7% | 75.0%+15.7pp | 82.4%+8.3pp | 67.9%+22.8pp |
| Annual return | -17.29% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,618 | $3,381-22.6% | $4,814-45.6% | $2,596+0.8% |
| Participant deferral / active EE | $6,031 | $6,110-1.3% | $7,446-19.0% | $4,027+49.8% |
| Admin fee / account holder | $2,337 | $6,275-62.8% | $10,010-76.7% | $5,403-56.7% |