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 | $151,969 | $82,664+83.8% | $125,339+21.2% | $68,494+121.9% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -17.36% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,437 | $3,381-27.9% | $4,814-49.4% | $2,596-6.2% |
| Participant deferral / active EE | $6,305 | $6,110+3.2% | $7,446-15.3% | $4,027+56.6% |
| Admin fee / account holder | $1,760 | $6,275-72.0% | $10,010-82.4% | $5,403-67.4% |