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 | $92,789 | $82,664+12.2% | $125,339-26.0% | $68,494+35.5% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -18.20% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,955 | $3,381-12.6% | $4,814-38.6% | $2,596+13.8% |
| Participant deferral / active EE | $5,728 | $6,110-6.3% | $7,446-23.1% | $4,027+42.2% |
| Admin fee / account holder | $4,719 | $6,275-24.8% | $10,010-52.9% | $5,403-12.7% |