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 | $136,347 | $82,664+64.9% | $125,339+8.8% | $68,494+99.1% |
| Participation rate | 89.3% | 75.0%+14.2pp | 82.4%+6.9pp | 67.9%+21.4pp |
| Annual return | -14.85% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $5,044 | $3,381+49.2% | $4,814+4.8% | $2,596+94.3% |
| Participant deferral / active EE | $11,519 | $6,110+88.5% | $7,446+54.7% | $4,027+186.0% |
| Admin fee / account holder | $1,828 | $6,275-70.9% | $10,010-81.7% | $5,403-66.2% |