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 | $114,146 | $82,664+38.1% | $125,339-8.9% | $68,494+66.7% |
| Participation rate | 71.4% | 75.0%-3.6pp | 82.4%-10.9pp | 67.9%+3.5pp |
| Annual return | -18.69% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,839 | $3,381-45.6% | $4,814-61.8% | $2,596-29.2% |
| Participant deferral / active EE | $6,847 | $6,110+12.1% | $7,446-8.1% | $4,027+70.0% |
| Admin fee / account holder | $15,389 | $6,275+145.2% | $10,010+53.7% | $5,403+184.8% |