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 | $81,256 | $82,664-1.7% | $125,339-35.2% | $68,494+18.6% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -16.01% | -5.97%-10.0pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,815 | $3,381-46.3% | $4,814-62.3% | $2,596-30.1% |
| Participant deferral / active EE | $5,498 | $6,110-10.0% | $7,446-26.2% | $4,027+36.5% |
| Admin fee / account holder | $11,283 | $6,275+79.8% | $10,010+12.7% | $5,403+108.8% |