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 | $138,181 | $69,010+100.2% | $159,960-13.6% | $68,494+101.7% |
| Participation rate | 83.9% | 65.4%+18.5pp | 78.0%+5.9pp | 67.9%+16.0pp |
| Annual return | -15.43% | -9.65%-5.8pp | 408.60%-424.0pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,405 | $2,213+8.7% | $4,226-43.1% | $2,596-7.4% |
| Participant deferral / active EE | $9,905 | $4,212+135.2% | $6,182+60.2% | $4,027+146.0% |
| Admin fee / account holder | $16,670 | $4,798+247.4% | $8,698+91.7% | $5,403+208.6% |