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 | $136,932 | $82,664+65.6% | $125,339+9.2% | $68,494+99.9% |
| Participation rate | 95.5% | 75.0%+20.4pp | 82.4%+13.1pp | 67.9%+27.6pp |
| Annual return | -17.56% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,055 | $3,381-39.2% | $4,814-57.3% | $2,596-20.8% |
| Participant deferral / active EE | $9,567 | $6,110+56.6% | $7,446+28.5% | $4,027+137.6% |
| Admin fee / account holder | $1,913 | $6,275-69.5% | $10,010-80.9% | $5,403-64.6% |