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 | $90,276 | $82,664+9.2% | $125,339-28.0% | $68,494+31.8% |
| Participation rate | 97.6% | 75.0%+22.5pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -13.73% | -5.97%-7.8pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $6,716 | $3,381+98.6% | $4,814+39.5% | $2,596+158.7% |
| Participant deferral / active EE | $11,456 | $6,110+87.5% | $7,446+53.8% | $4,027+184.5% |
| Admin fee / account holder | $45,016 | $6,275+617.3% | $10,010+349.7% | $5,403+733.2% |