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 | $105,957 | $95,862+10.5% | $79,550+33.2% | $134,475-21.2% |
| Participation rate | 95.7% | 75.0%+20.6pp | 69.5%+26.2pp | 81.2%+14.4pp |
| Annual return | -15.28% | -2.69%-12.6pp | 0.16%-15.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $5,499 | $3,128+75.8% | $2,413+127.9% | $4,740+16.0% |
| Participant deferral / active EE | $7,753 | $4,693+65.2% | $3,985+94.5% | $6,400+21.1% |
| Admin fee / account holder | $1,598 | $9,126-82.5% | $6,832-76.6% | $11,426-86.0% |