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 7-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 | $118,689 | $82,664+43.6% | $125,339-5.3% | $68,494+73.3% |
| Participation rate | 95.9% | 75.0%+20.9pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | -15.18% | -5.97%-9.2pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $4,219 | $3,381+24.8% | $4,814-12.4% | $2,596+62.5% |
| Participant deferral / active EE | $7,767 | $6,110+27.1% | $7,446+4.3% | $4,027+92.9% |
| Admin fee / account holder | $2,526 | $6,275-59.8% | $10,010-74.8% | $5,403-53.3% |