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 | $123,339 | $82,664+49.2% | $125,339-1.6% | $68,494+80.1% |
| Participation rate | 87.0% | 75.0%+11.9pp | 82.4%+4.6pp | 67.9%+19.1pp |
| Annual return | -17.64% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,862 | $3,381-44.9% | $4,814-61.3% | $2,596-28.3% |
| Participant deferral / active EE | $9,499 | $6,110+55.5% | $7,446+27.6% | $4,027+135.9% |
| Admin fee / account holder | $29,961 | $6,275+377.4% | $10,010+199.3% | $5,403+454.6% |