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 | $96,487 | $82,664+16.7% | $125,339-23.0% | $68,494+40.9% |
| Participation rate | 79.5% | 75.0%+4.4pp | 82.4%-2.9pp | 67.9%+11.6pp |
| Annual return | -18.98% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $7,050 | $3,381+108.5% | $4,814+46.5% | $2,596+171.5% |
| Participant deferral / active EE | $11,406 | $6,110+86.7% | $7,446+53.2% | $4,027+183.2% |
| Admin fee / account holder | $8,716 | $6,275+38.9% | $10,010-12.9% | $5,403+61.3% |