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 | $127,955 | $82,664+54.8% | $125,339+2.1% | $68,494+86.8% |
| Participation rate | 89.6% | 75.0%+14.5pp | 82.4%+7.2pp | 67.9%+21.7pp |
| Annual return | -17.40% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $5,980 | $3,381+76.9% | $4,814+24.2% | $2,596+130.3% |
| Participant deferral / active EE | $3,787 | $6,110-38.0% | $7,446-49.1% | $4,027-6.0% |
| Admin fee / account holder | $12,676 | $6,275+102.0% | $10,010+26.6% | $5,403+134.6% |