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 | $141,292 | $82,664+70.9% | $125,339+12.7% | $68,494+106.3% |
| Participation rate | 78.7% | 75.0%+3.6pp | 82.4%-3.7pp | 67.9%+10.8pp |
| Annual return | -15.72% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,649 | $3,381-21.7% | $4,814-45.0% | $2,596+2.0% |
| Participant deferral / active EE | $8,458 | $6,110+38.4% | $7,446+13.6% | $4,027+110.0% |
| Admin fee / account holder | $7,007 | $6,275+11.7% | $10,010-30.0% | $5,403+29.7% |