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 | $114,202 | $82,664+38.2% | $125,339-8.9% | $68,494+66.7% |
| Participation rate | 97.6% | 75.0%+22.5pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -17.78% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,954 | $3,381+16.9% | $4,814-17.9% | $2,596+52.3% |
| Participant deferral / active EE | $16,617 | $6,110+171.9% | $7,446+123.2% | $4,027+312.6% |
| Admin fee / account holder | $4,392 | $6,275-30.0% | $10,010-56.1% | $5,403-18.7% |