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 | $96,078 | $82,664+16.2% | $125,339-23.3% | $68,494+40.3% |
| Participation rate | 80.8% | 75.0%+5.7pp | 82.4%-1.6pp | 67.9%+12.9pp |
| Annual return | -18.19% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $907 | $3,381-73.2% | $4,814-81.1% | $2,596-65.1% |
| Participant deferral / active EE | $2,736 | $6,110-55.2% | $7,446-63.3% | $4,027-32.1% |
| Admin fee / account holder | $4,169 | $6,275-33.6% | $10,010-58.3% | $5,403-22.8% |