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 | $109,508 | $82,664+32.5% | $125,339-12.6% | $68,494+59.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -17.98% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $4,130 | $3,381+22.2% | $4,814-14.2% | $2,596+59.1% |
| Participant deferral / active EE | $7,762 | $6,110+27.0% | $7,446+4.2% | $4,027+92.7% |
| Admin fee / account holder | $14,165 | $6,275+125.7% | $10,010+41.5% | $5,403+162.2% |