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 | $119,744 | $82,664+44.9% | $125,339-4.5% | $68,494+74.8% |
| Participation rate | 80.8% | 75.0%+5.7pp | 82.4%-1.6pp | 67.9%+12.9pp |
| Annual return | -18.11% | -5.97%-12.1pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,674 | $3,381-20.9% | $4,814-44.4% | $2,596+3.0% |
| Participant deferral / active EE | $7,112 | $6,110+16.4% | $7,446-4.5% | $4,027+76.6% |
| Admin fee / account holder | $477 | $6,275-92.4% | $10,010-95.2% | $5,403-91.2% |