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 5-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 | $119,791 | $82,664+44.9% | $125,339-4.4% | $68,494+74.9% |
| Participation rate | 90.8% | 75.0%+15.7pp | 82.4%+8.4pp | 67.9%+22.9pp |
| Annual return | -18.38% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,517 | $3,381-25.6% | $4,814-47.7% | $2,596-3.1% |
| Participant deferral / active EE | $5,989 | $6,110-2.0% | $7,446-19.6% | $4,027+48.7% |
| Admin fee / account holder | $10,284 | $6,275+63.9% | $10,010+2.7% | $5,403+90.3% |