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 | $87,281 | $82,664+5.6% | $125,339-30.4% | $68,494+27.4% |
| Participation rate | 95.7% | 75.0%+20.7pp | 82.4%+13.4pp | 67.9%+27.9pp |
| Annual return | -16.20% | -5.97%-10.2pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,303 | $3,381-2.3% | $4,814-31.4% | $2,596+27.2% |
| Participant deferral / active EE | $5,846 | $6,110-4.3% | $7,446-21.5% | $4,027+45.2% |
| Admin fee / account holder | $4,193 | $6,275-33.2% | $10,010-58.1% | $5,403-22.4% |