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 | $142,983 | $82,664+73.0% | $125,339+14.1% | $68,494+108.8% |
| Participation rate | 83.1% | 75.0%+8.0pp | 82.4%+0.7pp | 67.9%+15.2pp |
| Annual return | -19.30% | -5.97%-13.3pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $9,827 | $3,381+190.7% | $4,814+104.2% | $2,596+278.5% |
| Participant deferral / active EE | $9,188 | $6,110+50.4% | $7,446+23.4% | $4,027+128.2% |
| Admin fee / account holder | $9,085 | $6,275+44.8% | $10,010-9.2% | $5,403+68.2% |