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 | $128,629 | $82,664+55.6% | $125,339+2.6% | $68,494+87.8% |
| Participation rate | 95.9% | 75.0%+20.9pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | -16.39% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,761 | $3,381+11.3% | $4,814-21.9% | $2,596+44.9% |
| Participant deferral / active EE | $8,788 | $6,110+43.8% | $7,446+18.0% | $4,027+118.2% |
| Admin fee / account holder | $22,294 | $6,275+255.3% | $10,010+122.7% | $5,403+312.6% |