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 | $109,611 | $82,664+32.6% | $125,339-12.5% | $68,494+60.0% |
| Participation rate | 98.0% | 75.0%+23.0pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -18.43% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $3,146 | $3,381-6.9% | $4,814-34.6% | $2,596+21.2% |
| Participant deferral / active EE | $9,726 | $6,110+59.2% | $7,446+30.6% | $4,027+141.5% |
| Admin fee / account holder | $12,488 | $6,275+99.0% | $10,010+24.8% | $5,403+131.1% |