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 | $97,741 | $82,664+18.2% | $125,339-22.0% | $68,494+42.7% |
| Participation rate | 98.9% | 75.0%+23.9pp | 82.4%+16.5pp | 67.9%+31.0pp |
| Annual return | -11.89% | -5.97%-5.9pp | 572.05%-583.9pp | -7.84%-4.0pp |
| Employer contribution / active EE | $3,529 | $3,381+4.4% | $4,814-26.7% | $2,596+35.9% |
| Participant deferral / active EE | $10,656 | $6,110+74.4% | $7,446+43.1% | $4,027+164.6% |
| Admin fee / account holder | $4,744 | $6,275-24.4% | $10,010-52.6% | $5,403-12.2% |