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 | $114,890 | $82,664+39.0% | $125,339-8.3% | $68,494+67.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.75% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,720 | $3,381-49.1% | $4,814-64.3% | $2,596-33.8% |
| Participant deferral / active EE | $4,754 | $6,110-22.2% | $7,446-36.2% | $4,027+18.1% |
| Admin fee / account holder | $5,913 | $6,275-5.8% | $10,010-40.9% | $5,403+9.4% |