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 6-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 | $94,994 | $82,664+14.9% | $125,339-24.2% | $68,494+38.7% |
| Participation rate | 98.1% | 75.0%+23.1pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -16.83% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,856 | $3,381+14.0% | $4,814-19.9% | $2,596+48.5% |
| Participant deferral / active EE | $7,146 | $6,110+16.9% | $7,446-4.0% | $4,027+77.4% |
| Admin fee / account holder | $1,585 | $6,275-74.7% | $10,010-84.2% | $5,403-70.7% |