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 | $109,469 | $82,664+32.4% | $125,339-12.7% | $68,494+59.8% |
| Participation rate | 72.2% | 75.0%-2.8pp | 82.4%-10.1pp | 67.9%+4.3pp |
| Annual return | -18.51% | -5.97%-12.5pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,695 | $3,381-49.9% | $4,814-64.8% | $2,596-34.7% |
| Participant deferral / active EE | $6,411 | $6,110+4.9% | $7,446-13.9% | $4,027+59.2% |
| Admin fee / account holder | $6,491 | $6,275+3.4% | $10,010-35.1% | $5,403+20.1% |