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 6-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 | $113,736 | $82,664+37.6% | $125,339-9.3% | $68,494+66.1% |
| Participation rate | 77.4% | 75.0%+2.4pp | 82.4%-5.0pp | 67.9%+9.5pp |
| Annual return | -16.72% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $702 | $3,381-79.2% | $4,814-85.4% | $2,596-73.0% |
| Participant deferral / active EE | $5,899 | $6,110-3.5% | $7,446-20.8% | $4,027+46.5% |
| Admin fee / account holder | $67,520 | $6,275+975.9% | $10,010+574.6% | $5,403+1149.7% |