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 | $109,217 | $82,664+32.1% | $125,339-12.9% | $68,494+59.5% |
| Participation rate | 91.7% | 75.0%+16.6pp | 82.4%+9.3pp | 67.9%+23.8pp |
| Annual return | -17.21% | -5.97%-11.2pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,209 | $3,381+24.5% | $4,814-12.6% | $2,596+62.1% |
| Participant deferral / active EE | $5,268 | $6,110-13.8% | $7,446-29.3% | $4,027+30.8% |
| Admin fee / account holder | $5,855 | $6,275-6.7% | $10,010-41.5% | $5,403+8.4% |