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 4-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 | $84,551 | $82,664+2.3% | $125,339-32.5% | $68,494+23.4% |
| Participation rate | 73.1% | 75.0%-2.0pp | 82.4%-9.3pp | 67.9%+5.2pp |
| Annual return | -17.91% | -5.97%-11.9pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $3,529 | $3,381+4.4% | $4,814-26.7% | $2,596+35.9% |
| Participant deferral / active EE | $7,028 | $6,110+15.0% | $7,446-5.6% | $4,027+74.5% |
| Admin fee / account holder | $11,650 | $6,275+85.6% | $10,010+16.4% | $5,403+115.6% |