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 | $103,254 | $82,664+24.9% | $125,339-17.6% | $68,494+50.7% |
| Participation rate | 98.3% | 75.0%+23.3pp | 82.4%+16.0pp | 67.9%+30.4pp |
| Annual return | -16.60% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,488 | $3,381+3.2% | $4,814-27.5% | $2,596+34.3% |
| Participant deferral / active EE | $6,988 | $6,110+14.4% | $7,446-6.2% | $4,027+73.5% |
| Admin fee / account holder | $11,739 | $6,275+87.1% | $10,010+17.3% | $5,403+117.3% |