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 | $132,678 | $82,664+60.5% | $125,339+5.9% | $68,494+93.7% |
| Participation rate | 98.7% | 75.0%+23.7pp | 82.4%+16.3pp | 67.9%+30.8pp |
| Annual return | -16.35% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,374 | $3,381-29.8% | $4,814-50.7% | $2,596-8.6% |
| Participant deferral / active EE | $6,183 | $6,110+1.2% | $7,446-17.0% | $4,027+53.5% |
| Admin fee / account holder | $711 | $6,275-88.7% | $10,010-92.9% | $5,403-86.8% |