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 5-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 | $118,319 | $82,664+43.1% | $125,339-5.6% | $68,494+72.7% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -19.28% | -5.97%-13.3pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $4,792 | $3,381+41.7% | $4,814-0.5% | $2,596+84.6% |
| Participant deferral / active EE | $11,950 | $6,110+95.6% | $7,446+60.5% | $4,027+196.7% |
| Admin fee / account holder | $784 | $6,275-87.5% | $10,010-92.2% | $5,403-85.5% |