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 | $87,484 | $82,664+5.8% | $125,339-30.2% | $68,494+27.7% |
| Participation rate | 87.2% | 75.0%+12.2pp | 82.4%+4.8pp | 67.9%+19.3pp |
| Annual return | -12.56% | -5.97%-6.6pp | 572.05%-584.6pp | -7.84%-4.7pp |
| Employer contribution / active EE | $4,559 | $3,381+34.8% | $4,814-5.3% | $2,596+75.6% |
| Participant deferral / active EE | $12,013 | $6,110+96.6% | $7,446+61.3% | $4,027+198.3% |
| Admin fee / account holder | $7,900 | $6,275+25.9% | $10,010-21.1% | $5,403+46.2% |