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 | $113,263 | $69,010+64.1% | $159,960-29.2% | $68,494+65.4% |
| Participation rate | 76.1% | 65.4%+10.7pp | 78.0%-1.9pp | 67.9%+8.2pp |
| Annual return | -16.61% | -9.65%-7.0pp | 408.60%-425.2pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,910 | $2,213+76.7% | $4,226-7.5% | $2,596+50.6% |
| Participant deferral / active EE | $8,077 | $4,212+91.8% | $6,182+30.6% | $4,027+100.6% |
| Admin fee / account holder | $1,888 | $4,798-60.7% | $8,698-78.3% | $5,403-65.1% |