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 | $64,175 | $82,664-22.4% | $125,339-48.8% | $68,494-6.3% |
| Participation rate | 70.4% | 75.0%-4.6pp | 82.4%-11.9pp | 67.9%+2.5pp |
| Annual return | -14.19% | -5.97%-8.2pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $4,378 | $3,381+29.5% | $4,814-9.1% | $2,596+68.6% |
| Participant deferral / active EE | $9,304 | $6,110+52.3% | $7,446+24.9% | $4,027+131.0% |
| Admin fee / account holder | $1,240 | $6,275-80.2% | $10,010-87.6% | $5,403-77.0% |