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 | $105,182 | $82,664+27.2% | $125,339-16.1% | $68,494+53.6% |
| Participation rate | 71.7% | 75.0%-3.3pp | 82.4%-10.7pp | 67.9%+3.8pp |
| Annual return | -17.12% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,594 | $3,381-52.9% | $4,814-66.9% | $2,596-38.6% |
| Participant deferral / active EE | $3,108 | $6,110-49.1% | $7,446-58.3% | $4,027-22.8% |
| Admin fee / account holder | $37,423 | $6,275+496.3% | $10,010+273.9% | $5,403+592.7% |