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 | $95,764 | $82,664+15.8% | $125,339-23.6% | $68,494+39.8% |
| Participation rate | 78.8% | 75.0%+3.7pp | 82.4%-3.6pp | 67.9%+10.9pp |
| Annual return | -17.31% | -5.97%-11.3pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $4,736 | $3,381+40.1% | $4,814-1.6% | $2,596+82.4% |
| Participant deferral / active EE | $11,188 | $6,110+83.1% | $7,446+50.2% | $4,027+177.8% |
| Admin fee / account holder | $4,002 | $6,275-36.2% | $10,010-60.0% | $5,403-25.9% |