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 | $95,120 | $82,664+15.1% | $125,339-24.1% | $68,494+38.9% |
| Participation rate | 91.4% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.5pp |
| Annual return | -15.94% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,355 | $3,381-30.4% | $4,814-51.1% | $2,596-9.3% |
| Participant deferral / active EE | $11,116 | $6,110+81.9% | $7,446+49.3% | $4,027+176.0% |
| Admin fee / account holder | $1,784 | $6,275-71.6% | $10,010-82.2% | $5,403-67.0% |