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 | $100,667 | $82,664+21.8% | $125,339-19.7% | $68,494+47.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 82.4%-10.9pp | 67.9%+3.5pp |
| Annual return | -12.08% | -5.97%-6.1pp | 572.05%-584.1pp | -7.84%-4.2pp |
| Employer contribution / active EE | $2,242 | $3,381-33.7% | $4,814-53.4% | $2,596-13.6% |
| Participant deferral / active EE | $6,068 | $6,110-0.7% | $7,446-18.5% | $4,027+50.7% |
| Admin fee / account holder | $7,933 | $6,275+26.4% | $10,010-20.7% | $5,403+46.8% |