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 | $94,302 | $82,664+14.1% | $125,339-24.8% | $68,494+37.7% |
| Participation rate | 98.3% | 75.0%+23.3pp | 82.4%+16.0pp | 67.9%+30.4pp |
| Annual return | -18.74% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,512 | $3,381+3.9% | $4,814-27.0% | $2,596+35.3% |
| Participant deferral / active EE | $7,742 | $6,110+26.7% | $7,446+4.0% | $4,027+92.2% |
| Admin fee / account holder | $6,404 | $6,275+2.0% | $10,010-36.0% | $5,403+18.5% |