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 | $89,057 | $82,664+7.7% | $125,339-28.9% | $68,494+30.0% |
| Participation rate | 95.9% | 75.0%+20.9pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | -17.80% | -5.97%-11.8pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,587 | $3,381-23.5% | $4,814-46.2% | $2,596-0.3% |
| Participant deferral / active EE | $10,330 | $6,110+69.1% | $7,446+38.7% | $4,027+156.5% |
| Admin fee / account holder | $3,006 | $6,275-52.1% | $10,010-70.0% | $5,403-44.4% |