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 | $34,347 | $82,664-58.4% | $125,339-72.6% | $68,494-49.9% |
| Participation rate | 73.1% | 75.0%-2.0pp | 82.4%-9.3pp | 67.9%+5.2pp |
| Annual return | -17.07% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,261 | $3,381-3.6% | $4,814-32.3% | $2,596+25.6% |
| Participant deferral / active EE | $5,901 | $6,110-3.4% | $7,446-20.8% | $4,027+46.5% |
| Admin fee / account holder | $7,419 | $6,275+18.2% | $10,010-25.9% | $5,403+37.3% |