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 | $87,624 | $82,664+6.0% | $125,339-30.1% | $68,494+27.9% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -17.64% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,862 | $3,381-44.9% | $4,814-61.3% | $2,596-28.3% |
| Participant deferral / active EE | $10,458 | $6,110+71.1% | $7,446+40.4% | $4,027+159.7% |
| Admin fee / account holder | $2,354 | $6,275-62.5% | $10,010-76.5% | $5,403-56.4% |