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 | $93,159 | $82,664+12.7% | $125,339-25.7% | $68,494+36.0% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -17.23% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,885 | $3,381-14.7% | $4,814-40.1% | $2,596+11.1% |
| Participant deferral / active EE | $6,116 | $6,110+0.1% | $7,446-17.9% | $4,027+51.9% |
| Admin fee / account holder | $1,204 | $6,275-80.8% | $10,010-88.0% | $5,403-77.7% |