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 | $70,185 | $82,664-15.1% | $125,339-44.0% | $68,494+2.5% |
| Participation rate | 93.8% | 75.0%+18.7pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -16.28% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,345 | $3,381-30.6% | $4,814-51.3% | $2,596-9.7% |
| Participant deferral / active EE | $6,863 | $6,110+12.3% | $7,446-7.8% | $4,027+70.4% |
| Admin fee / account holder | $14,328 | $6,275+128.3% | $10,010+43.1% | $5,403+165.2% |