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 | $84,539 | $82,664+2.3% | $125,339-32.6% | $68,494+23.4% |
| Participation rate | 92.1% | 75.0%+17.1pp | 82.4%+9.7pp | 67.9%+24.2pp |
| Annual return | -16.34% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,595 | $3,381-23.2% | $4,814-46.1% | $2,5960% |
| Participant deferral / active EE | $10,167 | $6,110+66.4% | $7,446+36.5% | $4,027+152.5% |
| Admin fee / account holder | $4,144 | $6,275-34.0% | $10,010-58.6% | $5,403-23.3% |