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 | $132,251 | $82,664+60.0% | $125,339+5.5% | $68,494+93.1% |
| Participation rate | 70.8% | 75.0%-4.2pp | 82.4%-11.5pp | 67.9%+2.9pp |
| Annual return | -18.50% | -5.97%-12.5pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,910 | $3,381-43.5% | $4,814-60.3% | $2,596-26.4% |
| Participant deferral / active EE | $6,255 | $6,110+2.4% | $7,446-16.0% | $4,027+55.3% |
| Admin fee / account holder | $11,916 | $6,275+89.9% | $10,010+19.0% | $5,403+120.5% |