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 | $120,524 | $82,664+45.8% | $125,339-3.8% | $68,494+76.0% |
| Participation rate | 94.9% | 75.0%+19.8pp | 82.4%+12.5pp | 67.9%+27.0pp |
| Annual return | -18.24% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,102 | $3,381-37.8% | $4,814-56.3% | $2,596-19.0% |
| Participant deferral / active EE | $9,062 | $6,110+48.3% | $7,446+21.7% | $4,027+125.0% |
| Admin fee / account holder | $6,068 | $6,275-3.3% | $10,010-39.4% | $5,403+12.3% |