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 | $98,504 | $82,664+19.2% | $125,339-21.4% | $68,494+43.8% |
| Participation rate | 70.5% | 75.0%-4.5pp | 82.4%-11.9pp | 67.9%+2.6pp |
| Annual return | -17.62% | -5.97%-11.6pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,121 | $3,381-37.3% | $4,814-55.9% | $2,596-18.3% |
| Participant deferral / active EE | $9,199 | $6,110+50.5% | $7,446+23.5% | $4,027+128.4% |
| Admin fee / account holder | $7,186 | $6,275+14.5% | $10,010-28.2% | $5,403+33.0% |