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 | $96,568 | $83,427+15.8% | $115,756-16.6% | $68,494+41.0% |
| Participation rate | 93.5% | 71.9%+21.6pp | 77.1%+16.4pp | 67.9%+25.6pp |
| Annual return | -11.20% | -10.95%-0.3pp | 143.14%-154.3pp | -7.84%-3.4pp |
| Employer contribution / active EE | $1,442 | $3,075-53.1% | $3,793-62.0% | $2,596-44.5% |
| Participant deferral / active EE | $5,325 | $5,355-0.6% | $6,254-14.8% | $4,027+32.2% |
| Admin fee / account holder | $21,346 | $5,708+274.0% | $8,124+162.7% | $5,403+295.1% |