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 | $138,771 | $82,664+67.9% | $125,339+10.7% | $68,494+102.6% |
| Participation rate | 89.4% | 75.0%+14.4pp | 82.4%+7.0pp | 67.9%+21.5pp |
| Annual return | -16.54% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,310 | $3,381-31.7% | $4,814-52.0% | $2,596-11.0% |
| Participant deferral / active EE | $8,388 | $6,110+37.3% | $7,446+12.6% | $4,027+108.3% |
| Admin fee / account holder | $13,354 | $6,275+112.8% | $10,010+33.4% | $5,403+147.2% |