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 | $103,766 | $82,664+25.5% | $125,339-17.2% | $68,494+51.5% |
| Participation rate | 80.9% | 75.0%+5.8pp | 82.4%-1.5pp | 67.9%+13.0pp |
| Annual return | -10.72% | -5.97%-4.8pp | 572.05%-582.8pp | -7.84%-2.9pp |
| Employer contribution / active EE | $4,057 | $3,381+20.0% | $4,814-15.7% | $2,596+56.2% |
| Participant deferral / active EE | $9,656 | $6,110+58.0% | $7,446+29.7% | $4,027+139.8% |
| Admin fee / account holder | $6,465 | $6,275+3.0% | $10,010-35.4% | $5,403+19.7% |