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 | $142,098 | $82,664+71.9% | $125,339+13.4% | $68,494+107.5% |
| Participation rate | 85.4% | 75.0%+10.4pp | 82.4%+3.0pp | 67.9%+17.5pp |
| Annual return | -19.27% | -5.97%-13.3pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $4,756 | $3,381+40.7% | $4,814-1.2% | $2,596+83.2% |
| Participant deferral / active EE | $10,959 | $6,110+79.4% | $7,446+47.2% | $4,027+172.1% |
| Admin fee / account holder | $16,095 | $6,275+156.5% | $10,010+60.8% | $5,403+197.9% |