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 | $132,165 | $82,664+59.9% | $125,339+5.4% | $68,494+93.0% |
| Participation rate | 73.1% | 75.0%-2.0pp | 82.4%-9.3pp | 67.9%+5.2pp |
| Annual return | -15.45% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,731 | $3,381-48.8% | $4,814-64.0% | $2,596-33.3% |
| Participant deferral / active EE | $6,392 | $6,110+4.6% | $7,446-14.2% | $4,027+58.7% |
| Admin fee / account holder | $9,197 | $6,275+46.6% | $10,010-8.1% | $5,403+70.2% |