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 | $128,338 | $82,664+55.3% | $125,339+2.4% | $68,494+87.4% |
| Participation rate | 93.0% | 75.0%+18.0pp | 82.4%+10.7pp | 67.9%+25.1pp |
| Annual return | -15.50% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,801 | $3,381-46.7% | $4,814-62.6% | $2,596-30.7% |
| Participant deferral / active EE | $10,750 | $6,110+75.9% | $7,446+44.4% | $4,027+166.9% |
| Admin fee / account holder | $4,915 | $6,275-21.7% | $10,010-50.9% | $5,403-9.0% |