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 | $84,748 | $82,664+2.5% | $125,339-32.4% | $68,494+23.7% |
| Participation rate | 85.4% | 75.0%+10.4pp | 82.4%+3.0pp | 67.9%+17.5pp |
| Annual return | -18.24% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,152 | $3,381-36.4% | $4,814-55.3% | $2,596-17.1% |
| Participant deferral / active EE | $8,570 | $6,110+40.3% | $7,446+15.1% | $4,027+112.8% |
| Admin fee / account holder | $5,022 | $6,275-20.0% | $10,010-49.8% | $5,403-7.0% |