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 | $99,769 | $82,664+20.7% | $125,339-20.4% | $68,494+45.7% |
| Participation rate | 98.1% | 75.0%+23.0pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -15.10% | -5.97%-9.1pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $6,169 | $3,381+82.5% | $4,814+28.2% | $2,596+137.6% |
| Participant deferral / active EE | $10,631 | $6,110+74.0% | $7,446+42.8% | $4,027+164.0% |
| Admin fee / account holder | $14,553 | $6,275+131.9% | $10,010+45.4% | $5,403+169.4% |