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 | $104,554 | $82,664+26.5% | $125,339-16.6% | $68,494+52.6% |
| Participation rate | 75.9% | 75.0%+0.8pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | -15.20% | -5.97%-9.2pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,360 | $3,381-30.2% | $4,814-51.0% | $2,596-9.1% |
| Participant deferral / active EE | $5,403 | $6,110-11.6% | $7,446-27.4% | $4,027+34.2% |
| Admin fee / account holder | $17,985 | $6,275+186.6% | $10,010+79.7% | $5,403+232.9% |