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 | $141,051 | $82,664+70.6% | $125,339+12.5% | $68,494+105.9% |
| Participation rate | 78.8% | 75.0%+3.7pp | 82.4%-3.6pp | 67.9%+10.9pp |
| Annual return | -15.05% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3,986 | $3,381+17.9% | $4,814-17.2% | $2,596+53.5% |
| Participant deferral / active EE | $8,450 | $6,110+38.3% | $7,446+13.5% | $4,027+109.8% |
| Admin fee / account holder | $1,533 | $6,275-75.6% | $10,010-84.7% | $5,403-71.6% |