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 | $67,633 | $82,664-18.2% | $125,339-46.0% | $68,494-1.3% |
| Participation rate | 98.8% | 75.0%+23.8pp | 82.4%+16.5pp | 67.9%+30.9pp |
| Annual return | -17.46% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,137 | $3,381-36.8% | $4,814-55.6% | $2,596-17.7% |
| Participant deferral / active EE | $9,025 | $6,110+47.7% | $7,446+21.2% | $4,027+124.1% |
| Admin fee / account holder | $3,987 | $6,275-36.5% | $10,010-60.2% | $5,403-26.2% |