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 | $151,202 | $82,664+82.9% | $125,339+20.6% | $68,494+120.8% |
| Participation rate | 82.6% | 75.0%+7.6pp | 82.4%+0.2pp | 67.9%+14.7pp |
| Annual return | -16.47% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,413 | $3,381+0.9% | $4,814-29.1% | $2,596+31.5% |
| Participant deferral / active EE | $7,253 | $6,110+18.7% | $7,446-2.6% | $4,027+80.1% |
| Admin fee / account holder | $32,851 | $6,275+423.5% | $10,010+228.2% | $5,403+508.1% |