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 | $140,772 | $82,664+70.3% | $125,339+12.3% | $68,494+105.5% |
| Participation rate | 95.6% | 75.0%+20.5pp | 82.4%+13.2pp | 67.9%+27.7pp |
| Annual return | -15.05% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $7,816 | $3,381+131.2% | $4,814+62.4% | $2,596+201.0% |
| Participant deferral / active EE | $10,217 | $6,110+67.2% | $7,446+37.2% | $4,027+153.7% |
| Admin fee / account holder | $16,309 | $6,275+159.9% | $10,010+62.9% | $5,403+201.9% |