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 | $106,047 | $82,664+28.3% | $125,339-15.4% | $68,494+54.8% |
| Participation rate | 95.3% | 75.0%+20.3pp | 82.4%+12.9pp | 67.9%+27.4pp |
| Annual return | -15.84% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,660 | $3,381-50.9% | $4,814-65.5% | $2,596-36.1% |
| Participant deferral / active EE | $8,295 | $6,110+35.7% | $7,446+11.4% | $4,027+106.0% |
| Admin fee / account holder | $11,107 | $6,275+77.0% | $10,010+11.0% | $5,403+105.6% |