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 | $98,559 | $82,664+19.2% | $125,339-21.4% | $68,494+43.9% |
| Participation rate | 84.8% | 75.0%+9.8pp | 82.4%+2.5pp | 67.9%+17.0pp |
| Annual return | -15.92% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $5,163 | $3,381+52.7% | $4,814+7.3% | $2,596+98.9% |
| Participant deferral / active EE | $6,682 | $6,110+9.4% | $7,446-10.3% | $4,027+65.9% |
| Admin fee / account holder | $3,023 | $6,275-51.8% | $10,010-69.8% | $5,403-44.0% |