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 | $82,600 | $82,664-0.1% | $125,339-34.1% | $68,494+20.6% |
| Participation rate | 88.2% | 75.0%+13.2pp | 82.4%+5.9pp | 67.9%+20.3pp |
| Annual return | -16.46% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $4,270 | $3,381+26.3% | $4,814-11.3% | $2,596+64.5% |
| Participant deferral / active EE | $16,030 | $6,110+162.3% | $7,446+115.3% | $4,027+298.0% |
| Admin fee / account holder | $14,864 | $6,275+136.9% | $10,010+48.5% | $5,403+175.1% |