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 | $142,123 | $82,664+71.9% | $125,339+13.4% | $68,494+107.5% |
| Participation rate | 92.5% | 75.0%+17.4pp | 82.4%+10.1pp | 67.9%+24.6pp |
| Annual return | -15.79% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,940 | $6,110+144.5% | $7,446+100.6% | $4,027+271.0% |
| Admin fee / account holder | $12,164 | $6,275+93.8% | $10,010+21.5% | $5,403+125.1% |