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 | $110,993 | $82,664+34.3% | $125,339-11.4% | $68,494+62.0% |
| Participation rate | 80.5% | 75.0%+5.5pp | 82.4%-1.9pp | 67.9%+12.6pp |
| Annual return | -19.06% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,525 | $3,381-25.3% | $4,814-47.6% | $2,596-2.8% |
| Participant deferral / active EE | $7,558 | $6,110+23.7% | $7,446+1.5% | $4,027+87.7% |
| Admin fee / account holder | $496 | $6,275-92.1% | $10,010-95.0% | $5,403-90.8% |