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 | $101,329 | $82,664+22.6% | $125,339-19.2% | $68,494+47.9% |
| Participation rate | 95.3% | 75.0%+20.3pp | 82.4%+13.0pp | 67.9%+27.5pp |
| Annual return | -14.57% | -5.97%-8.6pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $5,672 | $3,381+67.7% | $4,814+17.8% | $2,596+118.5% |
| Participant deferral / active EE | $9,047 | $6,110+48.1% | $7,446+21.5% | $4,027+124.6% |
| Admin fee / account holder | $1,486 | $6,275-76.3% | $10,010-85.2% | $5,403-72.5% |