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 | $117,834 | $82,664+42.5% | $125,339-6.0% | $68,494+72.0% |
| Participation rate | 97.4% | 75.0%+22.3pp | 82.4%+15.0pp | 67.9%+29.5pp |
| Annual return | -17.33% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $5,522 | $3,381+63.3% | $4,814+14.7% | $2,596+112.7% |
| Participant deferral / active EE | $10,973 | $6,110+79.6% | $7,446+47.4% | $4,027+172.5% |
| Admin fee / account holder | $5,787 | $6,275-7.8% | $10,010-42.2% | $5,403+7.1% |