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 | $103,072 | $82,664+24.7% | $125,339-17.8% | $68,494+50.5% |
| Participation rate | 86.2% | 75.0%+11.2pp | 82.4%+3.8pp | 67.9%+18.3pp |
| Annual return | -16.63% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,097 | $3,381-67.6% | $4,814-77.2% | $2,596-57.7% |
| Participant deferral / active EE | $4,524 | $6,110-26.0% | $7,446-39.2% | $4,027+12.3% |
| Admin fee / account holder | $25,681 | $6,275+309.2% | $10,010+156.6% | $5,403+375.3% |