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 | $133,310 | $82,664+61.3% | $125,339+6.4% | $68,494+94.6% |
| Participation rate | 91.4% | 75.0%+16.3pp | 82.4%+9.0pp | 67.9%+23.5pp |
| Annual return | -15.36% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $9,008 | $3,381+166.4% | $4,814+87.1% | $2,596+247.0% |
| Participant deferral / active EE | $7,406 | $6,110+21.2% | $7,446-0.5% | $4,027+83.9% |
| Admin fee / account holder | $17,732 | $6,275+182.6% | $10,010+77.1% | $5,403+228.2% |