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 | $71,663 | $82,664-13.3% | $125,339-42.8% | $68,494+4.6% |
| Participation rate | 89.2% | 75.0%+14.1pp | 82.4%+6.8pp | 67.9%+21.3pp |
| Annual return | -17.82% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $6,360 | $3,381+88.1% | $4,814+32.1% | $2,596+145.0% |
| Participant deferral / active EE | $7,604 | $6,110+24.4% | $7,446+2.1% | $4,027+88.8% |
| Admin fee / account holder | $5,690 | $6,275-9.3% | $10,010-43.2% | $5,403+5.3% |