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 | $165,256 | $82,664+99.9% | $125,339+31.8% | $68,494+141.3% |
| Participation rate | 73.3% | 75.0%-1.7pp | 82.4%-9.0pp | 67.9%+5.4pp |
| Annual return | -15.86% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,574 | $6,110-8.8% | $7,446-25.1% | $4,027+38.4% |
| Admin fee / account holder | $395 | $6,275-93.7% | $10,010-96.0% | $5,403-92.7% |