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 | $145,643 | $82,664+76.2% | $125,339+16.2% | $68,494+112.6% |
| Participation rate | 78.4% | 75.0%+3.3pp | 82.4%-4.0pp | 67.9%+10.5pp |
| Annual return | -14.62% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,897 | $3,381-43.9% | $4,814-60.6% | $2,596-26.9% |
| Participant deferral / active EE | $13,998 | $6,110+129.1% | $7,446+88.0% | $4,027+247.6% |
| Admin fee / account holder | $1,312 | $6,275-79.1% | $10,010-86.9% | $5,403-75.7% |