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 6-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 | $94,255 | $82,664+14.0% | $125,339-24.8% | $68,494+37.6% |
| Participation rate | 91.9% | 75.0%+16.8pp | 82.4%+9.5pp | 67.9%+24.0pp |
| Annual return | -18.53% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,998 | $3,381-11.3% | $4,814-37.7% | $2,596+15.5% |
| Participant deferral / active EE | $6,386 | $6,110+4.5% | $7,446-14.2% | $4,027+58.6% |
| Admin fee / account holder | $3,280 | $6,275-47.7% | $10,010-67.2% | $5,403-39.3% |