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 | $104,350 | $82,664+26.2% | $125,339-16.7% | $68,494+52.3% |
| Participation rate | 91.5% | 75.0%+16.5pp | 82.4%+9.2pp | 67.9%+23.7pp |
| Annual return | -16.16% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,753 | $3,381-48.2% | $4,814-63.6% | $2,596-32.5% |
| Participant deferral / active EE | $5,392 | $6,110-11.8% | $7,446-27.6% | $4,027+33.9% |
| Admin fee / account holder | $1,061 | $6,275-83.1% | $10,010-89.4% | $5,403-80.4% |