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 | $106,636 | $82,664+29.0% | $125,339-14.9% | $68,494+55.7% |
| Participation rate | 75.9% | 75.0%+0.8pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | -16.01% | -5.97%-10.0pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,360 | $3,381-30.2% | $4,814-51.0% | $2,596-9.1% |
| Participant deferral / active EE | $4,932 | $6,110-19.3% | $7,446-33.8% | $4,027+22.5% |
| Admin fee / account holder | $8,995 | $6,275+43.3% | $10,010-10.1% | $5,403+66.5% |