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 | $127,694 | $82,664+54.5% | $125,339+1.9% | $68,494+86.4% |
| Participation rate | 79.7% | 75.0%+4.7pp | 82.4%-2.7pp | 67.9%+11.8pp |
| Annual return | -16.63% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $4,023 | $3,381+19.0% | $4,814-16.4% | $2,596+54.9% |
| Participant deferral / active EE | $7,386 | $6,110+20.9% | $7,446-0.8% | $4,027+83.4% |
| Admin fee / account holder | $5,543 | $6,275-11.7% | $10,010-44.6% | $5,403+2.6% |