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 | $71,937 | $82,664-13.0% | $125,339-42.6% | $68,494+5.0% |
| Participation rate | 96.2% | 75.0%+21.2pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -16.45% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $6,471 | $3,381+91.4% | $4,814+34.4% | $2,596+149.2% |
| Participant deferral / active EE | $4,880 | $6,110-20.1% | $7,446-34.5% | $4,027+21.2% |
| Admin fee / account holder | $1,941 | $6,275-69.1% | $10,010-80.6% | $5,403-64.1% |