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 | $86,684 | $82,664+4.9% | $125,339-30.8% | $68,494+26.6% |
| Participation rate | 83.9% | 75.0%+8.8pp | 82.4%+1.5pp | 67.9%+16.0pp |
| Annual return | -15.26% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,413 | $3,381-28.6% | $4,814-49.9% | $2,596-7.1% |
| Participant deferral / active EE | $7,256 | $6,110+18.7% | $7,446-2.6% | $4,027+80.2% |
| Admin fee / account holder | $684 | $6,275-89.1% | $10,010-93.2% | $5,403-87.3% |