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 | $105,159 | $82,664+27.2% | $125,339-16.1% | $68,494+53.5% |
| Participation rate | 97.4% | 75.0%+22.3pp | 82.4%+15.0pp | 67.9%+29.5pp |
| Annual return | -16.66% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $10,910 | $3,381+222.7% | $4,814+126.6% | $2,596+320.2% |
| Participant deferral / active EE | $10,559 | $6,110+72.8% | $7,446+41.8% | $4,027+162.2% |
| Admin fee / account holder | $5,232 | $6,275-16.6% | $10,010-47.7% | $5,403-3.2% |