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 | $105,834 | $82,664+28.0% | $125,339-15.6% | $68,494+54.5% |
| Participation rate | 89.4% | 75.0%+14.3pp | 82.4%+7.0pp | 67.9%+21.5pp |
| Annual return | -16.18% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,186 | $3,381-35.3% | $4,814-54.6% | $2,596-15.8% |
| Participant deferral / active EE | $8,544 | $6,110+39.8% | $7,446+14.7% | $4,027+112.2% |
| Admin fee / account holder | $3,951 | $6,275-37.0% | $10,010-60.5% | $5,403-26.9% |