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 | $96,860 | $82,664+17.2% | $125,339-22.7% | $68,494+41.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -17.19% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $4,706 | $3,381+39.2% | $4,814-2.2% | $2,596+81.3% |
| Participant deferral / active EE | $9,246 | $6,110+51.3% | $7,446+24.2% | $4,027+129.6% |
| Admin fee / account holder | $4,300 | $6,275-31.5% | $10,010-57.0% | $5,403-20.4% |