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 | $115,913 | $82,664+40.2% | $125,339-7.5% | $68,494+69.2% |
| Participation rate | 94.9% | 75.0%+19.9pp | 82.4%+12.5pp | 67.9%+27.0pp |
| Annual return | -17.60% | -5.97%-11.6pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $3,245 | $3,381-4.0% | $4,814-32.6% | $2,596+25.0% |
| Participant deferral / active EE | $11,023 | $6,110+80.4% | $7,446+48.0% | $4,027+173.7% |
| Admin fee / account holder | $16,682 | $6,275+165.8% | $10,010+66.7% | $5,403+208.8% |