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 | $99,620 | $82,664+20.5% | $125,339-20.5% | $68,494+45.4% |
| Participation rate | 91.3% | 75.0%+16.3pp | 82.4%+8.9pp | 67.9%+23.4pp |
| Annual return | -17.71% | -5.97%-11.7pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $4,995 | $3,381+47.7% | $4,814+3.8% | $2,596+92.4% |
| Participant deferral / active EE | $12,898 | $6,110+111.1% | $7,446+73.2% | $4,027+220.3% |
| Admin fee / account holder | $2,622 | $6,275-58.2% | $10,010-73.8% | $5,403-51.5% |