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 4-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 | $110,092 | $82,664+33.2% | $125,339-12.2% | $68,494+60.7% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -15.90% | -5.97%-9.9pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $5,517 | $3,381+63.2% | $4,814+14.6% | $2,596+112.5% |
| Participant deferral / active EE | $10,968 | $6,110+79.5% | $7,446+47.3% | $4,027+172.4% |
| Admin fee / account holder | $849 | $6,275-86.5% | $10,010-91.5% | $5,403-84.3% |