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 | $108,110 | $82,664+30.8% | $125,339-13.7% | $68,494+57.8% |
| Participation rate | 85.4% | 75.0%+10.4pp | 82.4%+3.0pp | 67.9%+17.5pp |
| Annual return | -16.46% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,176 | $3,381-65.2% | $4,814-75.6% | $2,596-54.7% |
| Participant deferral / active EE | $11,533 | $6,110+88.7% | $7,446+54.9% | $4,027+186.4% |
| Admin fee / account holder | $10,229 | $6,275+63.0% | $10,010+2.2% | $5,403+89.3% |