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 | $124,279 | $82,664+50.3% | $125,339-0.8% | $68,494+81.4% |
| Participation rate | 78.9% | 75.0%+3.9pp | 82.4%-3.4pp | 67.9%+11.1pp |
| Annual return | -17.03% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,688 | $3,381-50.1% | $4,814-64.9% | $2,596-35.0% |
| Participant deferral / active EE | $9,117 | $6,110+49.2% | $7,446+22.4% | $4,027+126.4% |
| Admin fee / account holder | $1,000 | $6,275-84.1% | $10,010-90.0% | $5,403-81.5% |