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 | $105,941 | $82,664+28.2% | $125,339-15.5% | $68,494+54.7% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -19.10% | -5.97%-13.1pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $3,557 | $3,381+5.2% | $4,814-26.1% | $2,596+37.0% |
| Participant deferral / active EE | $8,177 | $6,110+33.8% | $7,446+9.8% | $4,027+103.0% |
| Admin fee / account holder | $41,664 | $6,275+563.9% | $10,010+316.2% | $5,403+671.2% |