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 | $154,132 | $82,664+86.5% | $125,339+23.0% | $68,494+125.0% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -15.25% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,662 | $3,381-21.3% | $4,814-44.7% | $2,596+2.5% |
| Participant deferral / active EE | $9,574 | $6,110+56.7% | $7,446+28.6% | $4,027+137.7% |
| Admin fee / account holder | $4,368 | $6,275-30.4% | $10,010-56.4% | $5,403-19.1% |