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 | $118,099 | $82,664+42.9% | $125,339-5.8% | $68,494+72.4% |
| Participation rate | 97.8% | 75.0%+22.8pp | 82.4%+15.5pp | 67.9%+29.9pp |
| Annual return | -10.08% | -5.97%-4.1pp | 572.05%-582.1pp | -7.84%-2.2pp |
| Employer contribution / active EE | $2,831 | $3,381-16.3% | $4,814-41.2% | $2,596+9.0% |
| Participant deferral / active EE | $7,166 | $6,110+17.3% | $7,446-3.8% | $4,027+77.9% |
| Admin fee / account holder | $2,467 | $6,275-60.7% | $10,010-75.4% | $5,403-54.3% |