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 | $116,606 | $82,664+41.1% | $125,339-7.0% | $68,494+70.2% |
| Participation rate | 83.8% | 75.0%+8.7pp | 82.4%+1.4pp | 67.9%+15.9pp |
| Annual return | -16.48% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,491 | $3,381-55.9% | $4,814-69.0% | $2,596-42.6% |
| Participant deferral / active EE | $4,689 | $6,110-23.3% | $7,446-37.0% | $4,027+16.4% |
| Admin fee / account holder | $6,743 | $6,275+7.4% | $10,010-32.6% | $5,403+24.8% |