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 | $131,249 | $82,664+58.8% | $125,339+4.7% | $68,494+91.6% |
| Participation rate | 96.8% | 75.0%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -17.66% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $5,027 | $3,381+48.7% | $4,814+4.4% | $2,596+93.6% |
| Participant deferral / active EE | $7,867 | $6,110+28.8% | $7,446+5.7% | $4,027+95.4% |
| Admin fee / account holder | $6,397 | $6,275+1.9% | $10,010-36.1% | $5,403+18.4% |