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 | $152,808 | $82,664+84.9% | $125,339+21.9% | $68,494+123.1% |
| Participation rate | 95.5% | 75.0%+20.4pp | 82.4%+13.1pp | 67.9%+27.6pp |
| Annual return | -10.01% | -5.97%-4.0pp | 572.05%-582.1pp | -7.84%-2.2pp |
| Employer contribution / active EE | $1,705 | $3,381-49.6% | $4,814-64.6% | $2,596-34.3% |
| Participant deferral / active EE | $4,837 | $6,110-20.8% | $7,446-35.0% | $4,027+20.1% |
| Admin fee / account holder | $15,083 | $6,275+140.3% | $10,010+50.7% | $5,403+179.2% |