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 | $69,951 | $82,664-15.4% | $125,339-44.2% | $68,494+2.1% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -18.55% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $4,099 | $3,381+21.2% | $4,814-14.8% | $2,596+57.9% |
| Participant deferral / active EE | $11,339 | $6,110+85.6% | $7,446+52.3% | $4,027+181.6% |
| Admin fee / account holder | $4,845 | $6,275-22.8% | $10,010-51.6% | $5,403-10.3% |