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 | $98,318 | $82,664+18.9% | $125,339-21.6% | $68,494+43.5% |
| Participation rate | 81.9% | 75.0%+6.9pp | 82.4%-0.4pp | 67.9%+14.1pp |
| Annual return | -18.28% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,042 | $3,381-69.2% | $4,814-78.4% | $2,596-59.9% |
| Participant deferral / active EE | $9,170 | $6,110+50.1% | $7,446+23.1% | $4,027+127.7% |
| Admin fee / account holder | $1,755 | $6,275-72.0% | $10,010-82.5% | $5,403-67.5% |