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 | $76,717 | $54,229+41.5% | $70,092+9.5% | $68,494+12.0% |
| Participation rate | 83.3% | 64.5%+18.8pp | 70.5%+12.9pp | 67.9%+15.4pp |
| Annual return | -17.97% | -13.87%-4.1pp | 190.73%-208.7pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,573 | $2,018+27.5% | $2,559+0.5% | $2,596-0.9% |
| Participant deferral / active EE | $3,549 | $2,956+20.1% | $3,849-7.8% | $4,027-11.9% |
| Admin fee / account holder | $10,548 | $4,694+124.7% | $6,267+68.3% | $5,403+95.2% |