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 | $126,613 | $82,664+53.2% | $125,339+1.0% | $68,494+84.9% |
| Participation rate | 94.6% | 75.0%+19.6pp | 82.4%+12.2pp | 67.9%+26.7pp |
| Annual return | -19.21% | -5.97%-13.2pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $4,940 | $3,381+46.1% | $4,814+2.6% | $2,596+90.3% |
| Participant deferral / active EE | $11,862 | $6,110+94.1% | $7,446+59.3% | $4,027+194.6% |
| Admin fee / account holder | $44,618 | $6,275+611.0% | $10,010+345.8% | $5,403+725.8% |