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 8-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 | $109,013 | $82,664+31.9% | $125,339-13.0% | $68,494+59.2% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -18.88% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,682 | $3,381-20.7% | $4,814-44.3% | $2,596+3.3% |
| Participant deferral / active EE | $12,609 | $6,110+106.3% | $7,446+69.3% | $4,027+213.1% |
| Admin fee / account holder | $23,859 | $6,275+280.2% | $10,010+138.4% | $5,403+341.6% |