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 | $121,244 | $82,664+46.7% | $125,339-3.3% | $68,494+77.0% |
| Participation rate | 92.1% | 75.0%+17.0pp | 82.4%+9.7pp | 67.9%+24.2pp |
| Annual return | -13.39% | -5.97%-7.4pp | 572.05%-585.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $11,460 | $3,381+238.9% | $4,814+138.1% | $2,596+341.4% |
| Participant deferral / active EE | $9,695 | $6,110+58.7% | $7,446+30.2% | $4,027+140.7% |
| Admin fee / account holder | $1,124 | $6,275-82.1% | $10,010-88.8% | $5,403-79.2% |