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 | $147,701 | $82,664+78.7% | $125,339+17.8% | $68,494+115.6% |
| Participation rate | 78.6% | 75.0%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -16.24% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,014 | $3,381-10.9% | $4,814-37.4% | $2,596+16.1% |
| Participant deferral / active EE | $7,862 | $6,110+28.7% | $7,446+5.6% | $4,027+95.2% |
| Admin fee / account holder | $19,886 | $6,275+216.9% | $10,010+98.7% | $5,403+268.1% |