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 | $116,660 | $82,664+41.1% | $125,339-6.9% | $68,494+70.3% |
| Participation rate | 86.4% | 75.0%+11.3pp | 82.4%+4.0pp | 67.9%+18.5pp |
| Annual return | -16.17% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,000 | $3,381-70.4% | $4,814-79.2% | $2,596-61.5% |
| Participant deferral / active EE | $6,328 | $6,110+3.6% | $7,446-15.0% | $4,027+57.1% |
| Admin fee / account holder | $3,941 | $6,275-37.2% | $10,010-60.6% | $5,403-27.1% |