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 | $121,433 | $82,664+46.9% | $125,339-3.1% | $68,494+77.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 82.4%-10.9pp | 67.9%+3.5pp |
| Annual return | -18.74% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,354 | $3,381-59.9% | $4,814-71.9% | $2,596-47.8% |
| Participant deferral / active EE | $8,440 | $6,110+38.1% | $7,446+13.4% | $4,027+109.6% |
| Admin fee / account holder | $17,618 | $6,275+180.7% | $10,010+76.0% | $5,403+226.1% |