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 | $96,025 | $82,664+16.2% | $125,339-23.4% | $68,494+40.2% |
| Participation rate | 84.2% | 75.0%+9.2pp | 82.4%+1.8pp | 67.9%+16.3pp |
| Annual return | -18.51% | -5.97%-12.5pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,166 | $3,381-35.9% | $4,814-55.0% | $2,596-16.6% |
| Participant deferral / active EE | $4,548 | $6,110-25.6% | $7,446-38.9% | $4,027+12.9% |
| Admin fee / account holder | $1,280 | $6,275-79.6% | $10,010-87.2% | $5,403-76.3% |