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 | $136,743 | $82,664+65.4% | $125,339+9.1% | $68,494+99.6% |
| Participation rate | 77.6% | 75.0%+2.5pp | 82.4%-4.8pp | 67.9%+9.7pp |
| Annual return | -16.61% | -5.97%-10.6pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,950 | $3,381-12.7% | $4,814-38.7% | $2,596+13.6% |
| Participant deferral / active EE | $5,690 | $6,110-6.9% | $7,446-23.6% | $4,027+41.3% |
| Admin fee / account holder | $2,276 | $6,275-63.7% | $10,010-77.3% | $5,403-57.9% |