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 | $69,145 | $82,664-16.4% | $125,339-44.8% | $68,494+0.9% |
| Participation rate | 96.6% | 75.0%+21.6pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -17.78% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,481 | $3,381-26.6% | $4,814-48.5% | $2,596-4.5% |
| Participant deferral / active EE | $5,112 | $6,110-16.3% | $7,446-31.3% | $4,027+26.9% |
| Admin fee / account holder | $23,962 | $6,275+281.8% | $10,010+139.4% | $5,403+343.5% |