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 | $101,504 | $82,664+22.8% | $125,339-19.0% | $68,494+48.2% |
| Participation rate | 86.4% | 75.0%+11.4pp | 82.4%+4.1pp | 67.9%+18.6pp |
| Annual return | -16.71% | -5.97%-10.7pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,250 | $3,381-33.5% | $4,814-53.3% | $2,596-13.4% |
| Participant deferral / active EE | $4,178 | $6,110-31.6% | $7,446-43.9% | $4,027+3.7% |
| Admin fee / account holder | $1,738 | $6,275-72.3% | $10,010-82.6% | $5,403-67.8% |