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 | $94,818 | $82,664+14.7% | $125,339-24.4% | $68,494+38.4% |
| Participation rate | 94.3% | 75.0%+19.2pp | 82.4%+11.9pp | 67.9%+26.4pp |
| Annual return | -19.24% | -5.97%-13.3pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $8,973 | $3,381+165.4% | $4,814+86.4% | $2,596+245.6% |
| Participant deferral / active EE | $14,662 | $6,110+139.9% | $7,446+96.9% | $4,027+264.1% |
| Admin fee / account holder | $5,333 | $6,275-15.0% | $10,010-46.7% | $5,403-1.3% |