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 | $132,045 | $54,229+143.5% | $70,092+88.4% | $68,494+92.8% |
| Participation rate | 83.3% | 64.5%+18.8pp | 70.5%+12.9pp | 67.9%+15.4pp |
| Annual return | -17.29% | -13.87%-3.4pp | 190.73%-208.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,634 | $2,018+129.6% | $2,559+81.1% | $2,596+78.5% |
| Participant deferral / active EE | $3,446 | $2,956+16.6% | $3,849-10.5% | $4,027-14.4% |
| Admin fee / account holder | $2,125 | $4,694-54.7% | $6,267-66.1% | $5,403-60.7% |