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 | $146,487 | $82,664+77.2% | $125,339+16.9% | $68,494+113.9% |
| Participation rate | 89.5% | 75.0%+14.5pp | 82.4%+7.2pp | 67.9%+21.6pp |
| Annual return | -16.72% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $9,906 | $3,381+193.0% | $4,814+105.8% | $2,596+281.5% |
| Participant deferral / active EE | $6,434 | $6,110+5.3% | $7,446-13.6% | $4,027+59.8% |
| Admin fee / account holder | $1,841 | $6,275-70.7% | $10,010-81.6% | $5,403-65.9% |