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 | $109,447 | $54,350+101.4% | $82,719+32.3% | $68,494+59.8% |
| Participation rate | 96.2% | 63.9%+32.3pp | 72.6%+23.7pp | 67.9%+28.3pp |
| Annual return | -18.99% | -13.67%-5.3pp | 701.18%-720.2pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,279 | $2,218+47.8% | $3,009+9.0% | $2,596+26.3% |
| Participant deferral / active EE | $8,059 | $3,246+148.3% | $4,395+83.4% | $4,027+100.1% |
| Admin fee / account holder | $6,952 | $4,395+58.2% | $5,329+30.5% | $5,403+28.7% |