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 | $132,051 | $82,664+59.7% | $125,339+5.4% | $68,494+92.8% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -12.38% | -5.97%-6.4pp | 572.05%-584.4pp | -7.84%-4.5pp |
| Employer contribution / active EE | $5,176 | $3,381+53.1% | $4,814+7.5% | $2,596+99.4% |
| Participant deferral / active EE | $6,276 | $6,110+2.7% | $7,446-15.7% | $4,027+55.8% |
| Admin fee / account holder | $2,364 | $6,275-62.3% | $10,010-76.4% | $5,403-56.2% |