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 | $110,707 | $72,404+52.9% | $110,238+0.4% | $64,186+72.5% |
| Participation rate | 85.1% | 73.3%+11.8pp | 79.8%+5.3pp | 69.6%+15.6pp |
| Annual return | -6.98% | -6.29%-0.7pp | 314.74%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $4,054 | $2,282+77.7% | $3,826+5.9% | $2,381+70.3% |
| Participant deferral / active EE | $3,000 | $3,469-13.5% | $4,672-35.8% | $3,470-13.5% |
| Admin fee / account holder | $12,038 | $5,664+112.5% | $8,547+40.8% | $4,888+146.3% |