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 | $133,099 | $82,664+61.0% | $125,339+6.2% | $68,494+94.3% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -18.84% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,265 | $3,381-33.0% | $4,814-52.9% | $2,596-12.7% |
| Participant deferral / active EE | $8,028 | $6,110+31.4% | $7,446+7.8% | $4,027+99.3% |
| Admin fee / account holder | $13,807 | $6,275+120.0% | $10,010+37.9% | $5,403+155.6% |