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 | $144,850 | $82,664+75.2% | $125,339+15.6% | $68,494+111.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -15.68% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $3,441 | $3,381+1.8% | $4,814-28.5% | $2,596+32.5% |
| Participant deferral / active EE | $7,205 | $6,110+17.9% | $7,446-3.2% | $4,027+78.9% |
| Admin fee / account holder | $26,044 | $6,275+315.0% | $10,010+160.2% | $5,403+382.1% |