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 | $84,390 | $82,664+2.1% | $125,339-32.7% | $68,494+23.2% |
| Participation rate | 91.7% | 75.0%+16.6pp | 82.4%+9.3pp | 67.9%+23.8pp |
| Annual return | -11.88% | -5.97%-5.9pp | 572.05%-583.9pp | -7.84%-4.0pp |
| Employer contribution / active EE | $1,285 | $3,381-62.0% | $4,814-73.3% | $2,596-50.5% |
| Participant deferral / active EE | $6,838 | $6,110+11.9% | $7,446-8.2% | $4,027+69.8% |
| Admin fee / account holder | $3,265 | $6,275-48.0% | $10,010-67.4% | $5,403-39.6% |