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 | $111,932 | $82,664+35.4% | $125,339-10.7% | $68,494+63.4% |
| Participation rate | 89.5% | 75.0%+14.4pp | 82.4%+7.1pp | 67.9%+21.6pp |
| Annual return | -19.38% | -5.97%-13.4pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $3,325 | $3,381-1.7% | $4,814-30.9% | $2,596+28.1% |
| Participant deferral / active EE | $8,351 | $6,110+36.7% | $7,446+12.1% | $4,027+107.4% |
| Admin fee / account holder | $5,120 | $6,275-18.4% | $10,010-48.8% | $5,403-5.2% |