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 | $45,958 | $69,010-33.4% | $159,960-71.3% | $68,494-32.9% |
| Participation rate | 75.0% | 65.4%+9.6pp | 78.0%-3.0pp | 67.9%+7.1pp |
| Annual return | -11.27% | -9.65%-1.6pp | 408.60%-419.9pp | -7.84%-3.4pp |
| Employer contribution / active EE | $1,702 | $2,213-23.1% | $4,226-59.7% | $2,596-34.4% |
| Participant deferral / active EE | $3,971 | $4,212-5.7% | $6,182-35.8% | $4,027-1.4% |
| Admin fee / account holder | $4,557 | $4,798-5.0% | $8,698-47.6% | $5,403-15.7% |