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 | $93,171 | $82,664+12.7% | $125,339-25.7% | $68,494+36.0% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -14.74% | -5.97%-8.8pp | 572.05%-586.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $3,124 | $3,381-7.6% | $4,814-35.1% | $2,596+20.3% |
| Participant deferral / active EE | $7,331 | $6,110+20.0% | $7,446-1.5% | $4,027+82.0% |
| Admin fee / account holder | $24,727 | $6,275+294.0% | $10,010+147.0% | $5,403+357.7% |