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 9-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 | $105,742 | $73,867+43.2% | $143,757-26.4% | $68,494+54.4% |
| Participation rate | 97.0% | 66.7%+30.3pp | 80.3%+16.7pp | 67.9%+29.1pp |
| Annual return | -12.66% | 1.01%-13.7pp | -0.04%-12.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $11,469 | $3,184+260.2% | $4,951+131.7% | $2,596+341.7% |
| Participant deferral / active EE | $7,393 | $3,384+118.4% | $5,637+31.2% | $4,027+83.6% |
| Admin fee / account holder | $64,897 | $5,755+1027.7% | $14,673+342.3% | $5,403+1101.2% |