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 | $109,006 | $82,664+31.9% | $125,339-13.0% | $68,494+59.1% |
| Participation rate | 76.5% | 75.0%+1.4pp | 82.4%-5.9pp | 67.9%+8.6pp |
| Annual return | -15.67% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,095 | $3,381-38.0% | $4,814-56.5% | $2,596-19.3% |
| Participant deferral / active EE | $5,694 | $6,110-6.8% | $7,446-23.5% | $4,027+41.4% |
| Admin fee / account holder | $756 | $6,275-87.9% | $10,010-92.4% | $5,403-86.0% |