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 | $125,547 | $82,664+51.9% | $125,339+0.2% | $68,494+83.3% |
| Participation rate | 90.6% | 75.0%+15.6pp | 82.4%+8.3pp | 67.9%+22.7pp |
| Annual return | -12.23% | -5.97%-6.3pp | 572.05%-584.3pp | -7.84%-4.4pp |
| Employer contribution / active EE | $3,088 | $3,381-8.7% | $4,814-35.8% | $2,596+18.9% |
| Participant deferral / active EE | $7,309 | $6,110+19.6% | $7,446-1.8% | $4,027+81.5% |
| Admin fee / account holder | $4,341 | $6,275-30.8% | $10,010-56.6% | $5,403-19.6% |