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 | $143,030 | $82,664+73.0% | $125,339+14.1% | $68,494+108.8% |
| Participation rate | 87.9% | 75.0%+12.8pp | 82.4%+5.5pp | 67.9%+20.0pp |
| Annual return | -9.22% | -5.97%-3.2pp | 572.05%-581.3pp | -7.84%-1.4pp |
| Employer contribution / active EE | $4,331 | $3,381+28.1% | $4,814-10.0% | $2,596+66.8% |
| Participant deferral / active EE | $9,047 | $6,110+48.1% | $7,446+21.5% | $4,027+124.6% |
| Admin fee / account holder | $36,402 | $6,275+480.1% | $10,010+263.7% | $5,403+573.8% |