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 | $94,394 | $82,664+14.2% | $125,339-24.7% | $68,494+37.8% |
| Participation rate | 96.3% | 75.0%+21.3pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -15.62% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $4,006 | $3,381+18.5% | $4,814-16.8% | $2,596+54.3% |
| Participant deferral / active EE | $5,201 | $6,110-14.9% | $7,446-30.2% | $4,027+29.1% |
| Admin fee / account holder | $733 | $6,275-88.3% | $10,010-92.7% | $5,403-86.4% |