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 | $92,675 | $82,664+12.1% | $125,339-26.1% | $68,494+35.3% |
| Participation rate | 97.8% | 75.0%+22.7pp | 82.4%+15.4pp | 67.9%+29.9pp |
| Annual return | -18.10% | -5.97%-12.1pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $6,999 | $3,381+107.0% | $4,814+45.4% | $2,596+169.6% |
| Participant deferral / active EE | $6,849 | $6,110+12.1% | $7,446-8.0% | $4,027+70.1% |
| Admin fee / account holder | $513 | $6,275-91.8% | $10,010-94.9% | $5,403-90.5% |