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 | $130,222 | $53,162+145.0% | $91,220+42.8% | $68,494+90.1% |
| Participation rate | 90.0% | 63.2%+26.8pp | 73.2%+16.8pp | 67.9%+22.1pp |
| Annual return | -18.32% | -3.14%-15.2pp | 114.01%-132.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $4,302 | $1,709+151.7% | $2,850+51.0% | $2,596+65.7% |
| Participant deferral / active EE | $7,677 | $2,974+158.2% | $4,234+81.3% | $4,027+90.6% |
| Admin fee / account holder | $909 | $4,493-79.8% | $5,420-83.2% | $5,403-83.2% |