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 | $104,648 | $82,664+26.6% | $125,339-16.5% | $68,494+52.8% |
| Participation rate | 79.5% | 75.0%+4.4pp | 82.4%-2.9pp | 67.9%+11.6pp |
| Annual return | -14.57% | -5.97%-8.6pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $4,320 | $3,381+27.8% | $4,814-10.3% | $2,596+66.4% |
| Participant deferral / active EE | $5,888 | $6,110-3.6% | $7,446-20.9% | $4,027+46.2% |
| Admin fee / account holder | $1,064 | $6,275-83.0% | $10,010-89.4% | $5,403-80.3% |