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 | $131,768 | $82,664+59.4% | $125,339+5.1% | $68,494+92.4% |
| Participation rate | 96.7% | 75.0%+21.7pp | 82.4%+14.4pp | 67.9%+28.8pp |
| Annual return | -14.46% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $4,319 | $3,381+27.7% | $4,814-10.3% | $2,596+66.3% |
| Participant deferral / active EE | $10,678 | $6,110+74.7% | $7,446+43.4% | $4,027+165.1% |
| Admin fee / account holder | $9,269 | $6,275+47.7% | $10,010-7.4% | $5,403+71.6% |