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 | $140,928 | $82,664+70.5% | $125,339+12.4% | $68,494+105.8% |
| Participation rate | 72.0% | 75.0%-3.0pp | 82.4%-10.4pp | 67.9%+4.1pp |
| Annual return | -13.81% | -5.97%-7.8pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,626 | $3,381-22.3% | $4,814-45.5% | $2,596+1.1% |
| Participant deferral / active EE | $7,656 | $6,110+25.3% | $7,446+2.8% | $4,027+90.1% |
| Admin fee / account holder | $9,693 | $6,275+54.5% | $10,010-3.2% | $5,403+79.4% |