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 | $112,876 | $82,664+36.5% | $125,339-9.9% | $68,494+64.8% |
| Participation rate | 71.9% | 75.0%-3.2pp | 82.4%-10.5pp | 67.9%+4.0pp |
| Annual return | -17.82% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,948 | $3,381-42.4% | $4,814-59.5% | $2,596-25.0% |
| Participant deferral / active EE | $3,523 | $6,110-42.4% | $7,446-52.7% | $4,027-12.5% |
| Admin fee / account holder | $2,572 | $6,275-59.0% | $10,010-74.3% | $5,403-52.4% |