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 | $95,597 | $81,900+16.7% | $119,609-20.1% | $68,494+39.6% |
| Participation rate | 85.7% | 71.9%+13.8pp | 79.3%+6.5pp | 67.9%+17.8pp |
| Annual return | -14.17% | -23.82%+9.6pp | -14.97%+0.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $8,777 | $2,693+225.9% | $4,232+107.4% | $2,596+238.0% |
| Participant deferral / active EE | $4,777 | $4,148+15.2% | $5,602-14.7% | $4,027+18.6% |
| Admin fee / account holder | $3,512 | $6,582-46.6% | $10,323-66.0% | $5,403-35.0% |