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 | $129,137 | $82,664+56.2% | $125,339+3.0% | $68,494+88.5% |
| Participation rate | 97.8% | 75.0%+22.7pp | 82.4%+15.4pp | 67.9%+29.9pp |
| Annual return | -14.51% | -5.97%-8.5pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $4,005 | $3,381+18.5% | $4,814-16.8% | $2,596+54.3% |
| Participant deferral / active EE | $8,477 | $6,110+38.7% | $7,446+13.8% | $4,027+110.5% |
| Admin fee / account holder | $23,644 | $6,275+276.8% | $10,010+136.2% | $5,403+337.6% |