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 | $133,981 | $82,664+62.1% | $125,339+6.9% | $68,494+95.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -18.44% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $3,803 | $3,381+12.5% | $4,814-21.0% | $2,596+46.5% |
| Participant deferral / active EE | $10,345 | $6,110+69.3% | $7,446+38.9% | $4,027+156.9% |
| Admin fee / account holder | $523 | $6,275-91.7% | $10,010-94.8% | $5,403-90.3% |