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 9-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 | $95,819 | $82,664+15.9% | $125,339-23.6% | $68,494+39.9% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -15.47% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,551 | $3,381-24.5% | $4,814-47.0% | $2,596-1.7% |
| Participant deferral / active EE | $6,737 | $6,110+10.3% | $7,446-9.5% | $4,027+67.3% |
| Admin fee / account holder | $2,910 | $6,275-53.6% | $10,010-70.9% | $5,403-46.1% |