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 | $88,820 | $84,487+5.1% | $125,339-29.1% | $66,914+32.7% |
| Participation rate | 94.3% | 76.4%+17.9pp | 82.4%+12.0pp | 69.8%+24.5pp |
| Annual return | -17.12% | -8.39%-8.7pp | 572.05%-589.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $3,717 | $3,553+4.6% | $4,814-22.8% | $2,544+46.1% |
| Participant deferral / active EE | $9,693 | $6,781+42.9% | $7,446+30.2% | $4,237+128.8% |
| Admin fee / account holder | $1,101 | $685+60.7% | $10,010-89.0% | $593+85.5% |