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 5-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 | $52,264 | $82,664-36.8% | $125,339-58.3% | $68,494-23.7% |
| Participation rate | 71.4% | 75.0%-3.6pp | 82.4%-10.9pp | 67.9%+3.5pp |
| Annual return | -18.14% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,121 | $3,381-37.3% | $4,814-55.9% | $2,596-18.3% |
| Participant deferral / active EE | $3,510 | $6,110-42.6% | $7,446-52.9% | $4,027-12.8% |
| Admin fee / account holder | $1,353 | $6,275-78.4% | $10,010-86.5% | $5,403-75.0% |