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 | $98,188 | $82,664+18.8% | $125,339-21.7% | $68,494+43.4% |
| Participation rate | 97.3% | 75.0%+22.3pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -18.75% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,991 | $3,381+18.0% | $4,814-17.1% | $2,596+53.7% |
| Participant deferral / active EE | $8,985 | $6,110+47.0% | $7,446+20.7% | $4,027+123.1% |
| Admin fee / account holder | $5,020 | $6,275-20.0% | $10,010-49.8% | $5,403-7.1% |