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 | $99,222 | $82,664+20.0% | $125,339-20.8% | $68,494+44.9% |
| Participation rate | 94.2% | 75.0%+19.2pp | 82.4%+11.9pp | 67.9%+26.3pp |
| Annual return | -18.40% | -5.97%-12.4pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $4,709 | $3,381+39.3% | $4,814-2.2% | $2,596+81.4% |
| Participant deferral / active EE | $11,129 | $6,110+82.1% | $7,446+49.5% | $4,027+176.3% |
| Admin fee / account holder | $3,064 | $6,275-51.2% | $10,010-69.4% | $5,403-43.3% |