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 | $96,683 | $82,664+17.0% | $125,339-22.9% | $68,494+41.2% |
| Participation rate | 73.6% | 75.0%-1.4pp | 82.4%-8.8pp | 67.9%+5.7pp |
| Annual return | -18.42% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $3,120 | $3,381-7.7% | $4,814-35.2% | $2,596+20.2% |
| Participant deferral / active EE | $7,519 | $6,110+23.1% | $7,446+1.0% | $4,027+86.7% |
| Admin fee / account holder | $4,301 | $6,275-31.5% | $10,010-57.0% | $5,403-20.4% |