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 | $109,603 | $82,664+32.6% | $125,339-12.6% | $68,494+60.0% |
| Participation rate | 91.4% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.5pp |
| Annual return | -17.88% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,930 | $3,381-13.3% | $4,814-39.1% | $2,596+12.8% |
| Participant deferral / active EE | $8,575 | $6,110+40.3% | $7,446+15.2% | $4,027+112.9% |
| Admin fee / account holder | $8,901 | $6,275+41.8% | $10,010-11.1% | $5,403+64.7% |