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 | $110,380 | $69,010+59.9% | $159,960-31.0% | $68,494+61.2% |
| Participation rate | 76.0% | 65.4%+10.6pp | 78.0%-1.9pp | 67.9%+8.2pp |
| Annual return | -17.26% | -9.65%-7.6pp | 408.60%-425.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,428 | $2,213+9.7% | $4,226-42.6% | $2,596-6.5% |
| Participant deferral / active EE | $8,147 | $4,212+93.4% | $6,182+31.8% | $4,027+102.3% |
| Admin fee / account holder | $14,193 | $4,798+195.8% | $8,698+63.2% | $5,403+162.7% |