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 | $108,266 | $82,664+31.0% | $125,339-13.6% | $68,494+58.1% |
| Participation rate | 93.5% | 75.0%+18.4pp | 82.4%+11.1pp | 67.9%+25.6pp |
| Annual return | -17.88% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $5,109 | $3,381+51.1% | $4,814+6.1% | $2,596+96.8% |
| Participant deferral / active EE | $7,282 | $6,110+19.2% | $7,446-2.2% | $4,027+80.8% |
| Admin fee / account holder | $2,565 | $6,275-59.1% | $10,010-74.4% | $5,403-52.5% |