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 | $99,708 | $82,664+20.6% | $125,339-20.4% | $68,494+45.6% |
| Participation rate | 74.6% | 75.0%-0.4pp | 82.4%-7.8pp | 67.9%+6.7pp |
| Annual return | -17.76% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $904 | $3,381-73.3% | $4,814-81.2% | $2,596-65.2% |
| Participant deferral / active EE | $8,506 | $6,110+39.2% | $7,446+14.2% | $4,027+111.2% |
| Admin fee / account holder | $4,100 | $6,275-34.7% | $10,010-59.0% | $5,403-24.1% |