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 | $158,625 | $82,664+91.9% | $125,339+26.6% | $68,494+131.6% |
| Participation rate | 81.6% | 75.0%+6.5pp | 82.4%-0.8pp | 67.9%+13.7pp |
| Annual return | -13.92% | -5.97%-8.0pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $4,871 | $3,381+44.1% | $4,814+1.2% | $2,596+87.6% |
| Participant deferral / active EE | $5,644 | $6,110-7.6% | $7,446-24.2% | $4,027+40.1% |
| Admin fee / account holder | $30,126 | $6,275+380.1% | $10,010+201.0% | $5,403+457.6% |