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 | $144,183 | $82,664+74.4% | $125,339+15.0% | $68,494+110.5% |
| Participation rate | 85.2% | 75.0%+10.1pp | 82.4%+2.8pp | 67.9%+17.3pp |
| Annual return | -11.31% | -5.97%-5.3pp | 572.05%-583.4pp | -7.84%-3.5pp |
| Employer contribution / active EE | $5,586 | $3,381+65.2% | $4,814+16.0% | $2,596+115.1% |
| Participant deferral / active EE | $10,810 | $6,110+76.9% | $7,446+45.2% | $4,027+168.4% |
| Admin fee / account holder | $49,125 | $6,275+682.8% | $10,010+390.8% | $5,403+809.3% |