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 | $81,195 | $82,664-1.8% | $125,339-35.2% | $68,494+18.5% |
| Participation rate | 94.4% | 75.0%+19.3pp | 82.4%+12.0pp | 67.9%+26.5pp |
| Annual return | -16.46% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,521 | $3,381-25.4% | $4,814-47.6% | $2,596-2.9% |
| Participant deferral / active EE | $7,769 | $6,110+27.1% | $7,446+4.3% | $4,027+92.9% |
| Admin fee / account holder | $3,472 | $6,275-44.7% | $10,010-65.3% | $5,403-35.7% |