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 | $103,905 | $82,664+25.7% | $125,339-17.1% | $68,494+51.7% |
| Participation rate | 90.6% | 75.0%+15.6pp | 82.4%+8.3pp | 67.9%+22.7pp |
| Annual return | -17.35% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $7,370 | $3,381+118.0% | $4,814+53.1% | $2,596+183.9% |
| Participant deferral / active EE | $7,535 | $6,110+23.3% | $7,446+1.2% | $4,027+87.1% |
| Admin fee / account holder | $629 | $6,275-90.0% | $10,010-93.7% | $5,403-88.4% |