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 | $121,067 | $82,664+46.5% | $125,339-3.4% | $68,494+76.8% |
| Participation rate | 71.1% | 75.0%-4.0pp | 82.4%-11.3pp | 67.9%+3.2pp |
| Annual return | -14.22% | -5.97%-8.2pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,763 | $3,381-18.3% | $4,814-42.6% | $2,596+6.4% |
| Participant deferral / active EE | $6,734 | $6,110+10.2% | $7,446-9.6% | $4,027+67.2% |
| Admin fee / account holder | $7,657 | $6,275+22.0% | $10,010-23.5% | $5,403+41.7% |