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 | $73,542 | $82,664-11.0% | $125,339-41.3% | $68,494+7.4% |
| Participation rate | 80.9% | 75.0%+5.8pp | 82.4%-1.5pp | 67.9%+13.0pp |
| Annual return | -17.36% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,043 | $3,381-39.6% | $4,814-57.6% | $2,596-21.3% |
| Participant deferral / active EE | $6,058 | $6,110-0.9% | $7,446-18.6% | $4,027+50.4% |
| Admin fee / account holder | $1,522 | $6,275-75.7% | $10,010-84.8% | $5,403-71.8% |