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 | $182,446 | $82,664+120.7% | $125,339+45.6% | $68,494+166.4% |
| Participation rate | 88.5% | 75.0%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -18.20% | -5.97%-12.2pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,317 | $3,381-1.9% | $4,814-31.1% | $2,596+27.7% |
| Participant deferral / active EE | $9,014 | $6,110+47.5% | $7,446+21.0% | $4,027+123.8% |
| Admin fee / account holder | $5,446 | $6,275-13.2% | $10,010-45.6% | $5,403+0.8% |