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 | $127,709 | $81,900+55.9% | $119,609+6.8% | $68,494+86.5% |
| Participation rate | 86.5% | 71.9%+14.6pp | 79.3%+7.2pp | 67.9%+18.6pp |
| Annual return | -17.81% | -23.82%+6.0pp | -14.97%-2.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,351 | $2,693-49.8% | $4,232-68.1% | $2,596-48.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $14,322 | $6,582+117.6% | $10,323+38.7% | $5,403+165.1% |