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 | $89,963 | $54,229+65.9% | $70,092+28.3% | $68,494+31.3% |
| Participation rate | 96.9% | 64.5%+32.4pp | 70.5%+26.4pp | 67.9%+29.0pp |
| Annual return | -1.10% | -13.87%+12.8pp | 190.73%-191.8pp | -7.84%+6.7pp |
| Employer contribution / active EE | $7,105 | $2,018+252.0% | $2,559+177.7% | $2,596+173.6% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,849-100.0% | $4,027-100.0% |
| Admin fee / account holder | $8,624 | $4,694+83.7% | $6,267+37.6% | $5,403+59.6% |