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 | $103,868 | $82,664+25.7% | $125,339-17.1% | $68,494+51.6% |
| Participation rate | 91.2% | 75.0%+16.2pp | 82.4%+8.9pp | 67.9%+23.3pp |
| Annual return | -17.19% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $5,621 | $3,381+66.2% | $4,814+16.8% | $2,596+116.5% |
| Participant deferral / active EE | $9,177 | $6,110+50.2% | $7,446+23.2% | $4,027+127.9% |
| Admin fee / account holder | $2,015 | $6,275-67.9% | $10,010-79.9% | $5,403-62.7% |