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 | $105,093 | $82,664+27.1% | $125,339-16.2% | $68,494+53.4% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -12.53% | -5.97%-6.6pp | 572.05%-584.6pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,844 | $3,381-15.9% | $4,814-40.9% | $2,596+9.5% |
| Participant deferral / active EE | $8,032 | $6,110+31.4% | $7,446+7.9% | $4,027+99.4% |
| Admin fee / account holder | $18,241 | $6,275+190.7% | $10,010+82.2% | $5,403+237.6% |