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 | $83,282 | $82,664+0.7% | $125,339-33.6% | $68,494+21.6% |
| Participation rate | 80.5% | 75.0%+5.4pp | 82.4%-1.9pp | 67.9%+12.6pp |
| Annual return | -14.68% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,464 | $3,381-56.7% | $4,814-69.6% | $2,596-43.6% |
| Participant deferral / active EE | $2,971 | $6,110-51.4% | $7,446-60.1% | $4,027-26.2% |
| Admin fee / account holder | $7,803 | $6,275+24.3% | $10,010-22.0% | $5,403+44.4% |