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 | $107,109 | $82,664+29.6% | $125,339-14.5% | $68,494+56.4% |
| Participation rate | 75.8% | 75.0%+0.7pp | 82.4%-6.6pp | 67.9%+7.9pp |
| Annual return | -17.93% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,550 | $3,381-24.6% | $4,814-47.0% | $2,596-1.8% |
| Participant deferral / active EE | $7,554 | $6,110+23.6% | $7,446+1.4% | $4,027+87.6% |
| Admin fee / account holder | $5,324 | $6,275-15.2% | $10,010-46.8% | $5,403-1.5% |