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 | $143,948 | $82,664+74.1% | $125,339+14.8% | $68,494+110.2% |
| Participation rate | 98.6% | 75.0%+23.5pp | 82.4%+16.2pp | 67.9%+30.7pp |
| Annual return | -19.14% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $3,908 | $3,381+15.6% | $4,814-18.8% | $2,596+50.5% |
| Participant deferral / active EE | $10,193 | $6,110+66.8% | $7,446+36.9% | $4,027+153.1% |
| Admin fee / account holder | $2,338 | $6,275-62.7% | $10,010-76.6% | $5,403-56.7% |