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 | $154,691 | $82,664+87.1% | $125,339+23.4% | $68,494+125.8% |
| Participation rate | 97.7% | 75.0%+22.7pp | 82.4%+15.4pp | 67.9%+29.8pp |
| Annual return | -17.10% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $7,894 | $3,381+133.5% | $4,814+64.0% | $2,596+204.0% |
| Participant deferral / active EE | $5,581 | $6,110-8.7% | $7,446-25.0% | $4,027+38.6% |
| Admin fee / account holder | $8,898 | $6,275+41.8% | $10,010-11.1% | $5,403+64.7% |