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 | $118,092 | $82,664+42.9% | $125,339-5.8% | $68,494+72.4% |
| Participation rate | 81.5% | 75.0%+6.4pp | 82.4%-0.9pp | 67.9%+13.6pp |
| Annual return | -19.26% | -5.97%-13.3pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,372 | $3,381-29.9% | $4,814-50.7% | $2,596-8.7% |
| Participant deferral / active EE | $3,945 | $6,110-35.4% | $7,446-47.0% | $4,027-2.0% |
| Admin fee / account holder | $868 | $6,275-86.2% | $10,010-91.3% | $5,403-83.9% |