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 | $113,775 | $82,664+37.6% | $125,339-9.2% | $68,494+66.1% |
| Participation rate | 93.8% | 75.0%+18.7pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -10.06% | -5.97%-4.1pp | 572.05%-582.1pp | -7.84%-2.2pp |
| Employer contribution / active EE | $4,392 | $3,381+29.9% | $4,814-8.8% | $2,596+69.2% |
| Participant deferral / active EE | $11,351 | $6,110+85.8% | $7,446+52.4% | $4,027+181.9% |
| Admin fee / account holder | $7,096 | $6,275+13.1% | $10,010-29.1% | $5,403+31.3% |