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 | $152,215 | $82,664+84.1% | $125,339+21.4% | $68,494+122.2% |
| Participation rate | 81.8% | 75.0%+6.8pp | 82.4%-0.6pp | 67.9%+13.9pp |
| Annual return | -17.77% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,953 | $3,381-12.7% | $4,814-38.7% | $2,596+13.7% |
| Participant deferral / active EE | $7,988 | $6,110+30.7% | $7,446+7.3% | $4,027+98.4% |
| Admin fee / account holder | $8,052 | $6,275+28.3% | $10,010-19.6% | $5,403+49.0% |