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 | $89,803 | $82,664+8.6% | $125,339-28.4% | $68,494+31.1% |
| Participation rate | 90.7% | 75.0%+15.7pp | 82.4%+8.3pp | 67.9%+22.8pp |
| Annual return | -12.96% | -5.97%-7.0pp | 572.05%-585.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $5,853 | $3,381+73.1% | $4,814+21.6% | $2,596+125.5% |
| Participant deferral / active EE | $7,797 | $6,110+27.6% | $7,446+4.7% | $4,027+93.6% |
| Admin fee / account holder | $3,541 | $6,275-43.6% | $10,010-64.6% | $5,403-34.5% |