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 | $143,638 | $82,664+73.8% | $125,339+14.6% | $68,494+109.7% |
| Participation rate | 79.1% | 75.0%+4.0pp | 82.4%-3.3pp | 67.9%+11.2pp |
| Annual return | -19.01% | -5.97%-13.0pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,366 | $3,381-30.0% | $4,814-50.8% | $2,596-8.9% |
| Participant deferral / active EE | $6,649 | $6,110+8.8% | $7,446-10.7% | $4,027+65.1% |
| Admin fee / account holder | $3,118 | $6,275-50.3% | $10,010-68.8% | $5,403-42.3% |