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 | $93,727 | $82,664+13.4% | $125,339-25.2% | $68,494+36.8% |
| Participation rate | 76.5% | 75.0%+1.4pp | 82.4%-5.9pp | 67.9%+8.6pp |
| Annual return | -16.55% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $4,048 | $3,381+19.7% | $4,814-15.9% | $2,596+55.9% |
| Participant deferral / active EE | $7,675 | $6,110+25.6% | $7,446+3.1% | $4,027+90.6% |
| Admin fee / account holder | $35,004 | $6,275+457.8% | $10,010+249.7% | $5,403+547.9% |