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 | $100,885 | $82,664+22.0% | $125,339-19.5% | $68,494+47.3% |
| Participation rate | 84.8% | 75.0%+9.7pp | 82.4%+2.4pp | 67.9%+16.9pp |
| Annual return | -17.31% | -5.97%-11.3pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,843 | $3,381-15.9% | $4,814-40.9% | $2,596+9.5% |
| Participant deferral / active EE | $7,611 | $6,110+24.6% | $7,446+2.2% | $4,027+89.0% |
| Admin fee / account holder | $3,208 | $6,275-48.9% | $10,010-68.0% | $5,403-40.6% |