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 | $84,825 | $69,010+22.9% | $159,960-47.0% | $68,494+23.8% |
| Participation rate | 86.2% | 65.4%+20.8pp | 78.0%+8.3pp | 67.9%+18.3pp |
| Annual return | -18.12% | -9.65%-8.5pp | 408.60%-426.7pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,885 | $2,213+30.3% | $4,226-31.7% | $2,596+11.1% |
| Participant deferral / active EE | $6,671 | $4,212+58.4% | $6,182+7.9% | $4,027+65.6% |
| Admin fee / account holder | $467 | $4,798-90.3% | $8,698-94.6% | $5,403-91.4% |