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 | $86,567 | $91,538-5.4% | $129,995-33.4% | $75,163+15.2% |
| Participation rate | 93.8% | 71.4%+22.3pp | 78.5%+15.3pp | 67.2%+26.6pp |
| Annual return | 68.22% | -631.11%+699.3pp | -137.18%+205.4pp | 160.62%-92.4pp |
| Employer contribution / active EE | $6,497 | $2,845+128.4% | $4,320+50.4% | $2,670+143.4% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,047 | $6,790-55.1% | $10,614-71.3% | $5,651-46.1% |