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 | $59,702 | $82,664-27.8% | $125,339-52.4% | $68,494-12.8% |
| Participation rate | 76.0% | 75.0%+1.0pp | 82.4%-6.4pp | 67.9%+8.1pp |
| Annual return | -17.59% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,185 | $3,381-5.8% | $4,814-33.8% | $2,596+22.7% |
| Participant deferral / active EE | $10,064 | $6,110+64.7% | $7,446+35.2% | $4,027+149.9% |
| Admin fee / account holder | $1,090 | $6,275-82.6% | $10,010-89.1% | $5,403-79.8% |