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 | $126,616 | $82,664+53.2% | $125,339+1.0% | $68,494+84.9% |
| Participation rate | 89.7% | 75.0%+14.6pp | 82.4%+7.3pp | 67.9%+21.8pp |
| Annual return | -15.70% | -5.97%-9.7pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,852 | $3,381-15.6% | $4,814-40.7% | $2,596+9.9% |
| Participant deferral / active EE | $5,848 | $6,110-4.3% | $7,446-21.5% | $4,027+45.2% |
| Admin fee / account holder | $8,075 | $6,275+28.7% | $10,010-19.3% | $5,403+49.5% |