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 | $133,549 | $82,664+61.6% | $125,339+6.6% | $68,494+95.0% |
| Participation rate | 86.6% | 75.0%+11.5pp | 82.4%+4.2pp | 67.9%+18.7pp |
| Annual return | -19.04% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $4,301 | $3,381+27.2% | $4,814-10.6% | $2,596+65.7% |
| Participant deferral / active EE | $10,646 | $6,110+74.2% | $7,446+43.0% | $4,027+164.3% |
| Admin fee / account holder | $5,154 | $6,275-17.9% | $10,010-48.5% | $5,403-4.6% |