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 | $142,381 | $82,664+72.2% | $125,339+13.6% | $68,494+107.9% |
| Participation rate | 98.3% | 75.0%+23.3pp | 82.4%+16.0pp | 67.9%+30.4pp |
| Annual return | -11.24% | -5.97%-5.3pp | 572.05%-583.3pp | -7.84%-3.4pp |
| Employer contribution / active EE | $3,460 | $3,381+2.3% | $4,814-28.1% | $2,596+33.3% |
| Participant deferral / active EE | $9,246 | $6,110+51.3% | $7,446+24.2% | $4,027+129.6% |
| Admin fee / account holder | $8,644 | $6,275+37.7% | $10,010-13.6% | $5,403+60.0% |