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 | $132,262 | $82,664+60.0% | $125,339+5.5% | $68,494+93.1% |
| Participation rate | 98.1% | 75.0%+23.1pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -15.44% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,617 | $3,381-22.6% | $4,814-45.6% | $2,596+0.8% |
| Participant deferral / active EE | $10,074 | $6,110+64.9% | $7,446+35.3% | $4,027+150.1% |
| Admin fee / account holder | $12,728 | $6,275+102.8% | $10,010+27.2% | $5,403+135.6% |