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 | $148,751 | $82,664+79.9% | $125,339+18.7% | $68,494+117.2% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -18.74% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,688 | $3,381-20.5% | $4,814-44.2% | $2,596+3.5% |
| Participant deferral / active EE | $11,916 | $6,110+95.0% | $7,446+60.0% | $4,027+195.9% |
| Admin fee / account holder | $7,471 | $6,275+19.1% | $10,010-25.4% | $5,403+38.3% |