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 | $105,421 | $82,664+27.5% | $125,339-15.9% | $68,494+53.9% |
| Participation rate | 74.2% | 75.0%-0.8pp | 82.4%-8.2pp | 67.9%+6.3pp |
| Annual return | -17.04% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,911 | $3,381-43.5% | $4,814-60.3% | $2,596-26.4% |
| Participant deferral / active EE | $4,907 | $6,110-19.7% | $7,446-34.1% | $4,027+21.8% |
| Admin fee / account holder | $13,644 | $6,275+117.4% | $10,010+36.3% | $5,403+152.5% |