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 | $99,081 | $82,664+19.9% | $125,339-20.9% | $68,494+44.7% |
| Participation rate | 96.3% | 75.0%+21.3pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -9.28% | -5.97%-3.3pp | 572.05%-581.3pp | -7.84%-1.4pp |
| Employer contribution / active EE | $2,139 | $3,381-36.7% | $4,814-55.6% | $2,596-17.6% |
| Participant deferral / active EE | $5,611 | $6,110-8.2% | $7,446-24.7% | $4,027+39.3% |
| Admin fee / account holder | $1,290 | $6,275-79.4% | $10,010-87.1% | $5,403-76.1% |