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 | $143,079 | $82,664+73.1% | $125,339+14.2% | $68,494+108.9% |
| Participation rate | 96.3% | 75.0%+21.3pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -14.42% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $4,567 | $3,381+35.1% | $4,814-5.1% | $2,596+75.9% |
| Participant deferral / active EE | $9,495 | $6,110+55.4% | $7,446+27.5% | $4,027+135.8% |
| Admin fee / account holder | $5,186 | $6,275-17.4% | $10,010-48.2% | $5,403-4.0% |