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 | $107,814 | $82,664+30.4% | $125,339-14.0% | $68,494+57.4% |
| Participation rate | 84.4% | 75.0%+9.4pp | 82.4%+2.1pp | 67.9%+16.6pp |
| Annual return | -11.56% | -5.97%-5.6pp | 572.05%-583.6pp | -7.84%-3.7pp |
| Employer contribution / active EE | $3,754 | $3,381+11.0% | $4,814-22.0% | $2,596+44.6% |
| Participant deferral / active EE | $10,960 | $6,110+79.4% | $7,446+47.2% | $4,027+172.2% |
| Admin fee / account holder | $14,286 | $6,275+127.7% | $10,010+42.7% | $5,403+164.4% |