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 | $105,052 | $82,664+27.1% | $125,339-16.2% | $68,494+53.4% |
| Participation rate | 97.3% | 75.0%+22.2pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -16.57% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,350 | $3,381-30.5% | $4,814-51.2% | $2,596-9.5% |
| Participant deferral / active EE | $10,329 | $6,110+69.0% | $7,446+38.7% | $4,027+156.5% |
| Admin fee / account holder | $7,650 | $6,275+21.9% | $10,010-23.6% | $5,403+41.6% |