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 | $91,918 | $82,664+11.2% | $125,339-26.7% | $68,494+34.2% |
| Participation rate | 74.4% | 75.0%-0.6pp | 82.4%-8.0pp | 67.9%+6.5pp |
| Annual return | -16.65% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,678 | $3,381-50.4% | $4,814-65.2% | $2,596-35.4% |
| Participant deferral / active EE | $4,877 | $6,110-20.2% | $7,446-34.5% | $4,027+21.1% |
| Admin fee / account holder | $2,961 | $6,275-52.8% | $10,010-70.4% | $5,403-45.2% |