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 | $105,520 | $82,664+27.6% | $125,339-15.8% | $68,494+54.1% |
| Participation rate | 94.7% | 75.0%+19.7pp | 82.4%+12.4pp | 67.9%+26.8pp |
| Annual return | -16.18% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,791 | $3,381-17.5% | $4,814-42.0% | $2,596+7.5% |
| Participant deferral / active EE | $7,881 | $6,110+29.0% | $7,446+5.8% | $4,027+95.7% |
| Admin fee / account holder | $14,808 | $6,275+136.0% | $10,010+47.9% | $5,403+174.1% |