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 | $104,912 | $82,664+26.9% | $125,339-16.3% | $68,494+53.2% |
| Participation rate | 74.5% | 75.0%-0.6pp | 82.4%-7.9pp | 67.9%+6.6pp |
| Annual return | -17.23% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,502 | $3,381-26.0% | $4,814-48.0% | $2,596-3.6% |
| Participant deferral / active EE | $6,355 | $6,110+4.0% | $7,446-14.7% | $4,027+57.8% |
| Admin fee / account holder | $2,585 | $6,275-58.8% | $10,010-74.2% | $5,403-52.2% |