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 | $103,868 | $82,664+25.7% | $125,339-17.1% | $68,494+51.6% |
| Participation rate | 76.9% | 75.0%+1.9pp | 82.4%-5.4pp | 67.9%+9.0pp |
| Annual return | -17.60% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $3,020 | $3,381-10.7% | $4,814-37.3% | $2,596+16.3% |
| Participant deferral / active EE | $11,322 | $6,110+85.3% | $7,446+52.1% | $4,027+181.1% |
| Admin fee / account holder | $9,027 | $6,275+43.8% | $10,010-9.8% | $5,403+67.1% |