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 | $125,014 | $82,664+51.2% | $125,339-0.3% | $68,494+82.5% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -18.25% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,360 | $3,381-0.6% | $4,814-30.2% | $2,596+29.4% |
| Participant deferral / active EE | $8,723 | $6,110+42.8% | $7,446+17.1% | $4,027+116.6% |
| Admin fee / account holder | $18,411 | $6,275+193.4% | $10,010+83.9% | $5,403+240.8% |