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 | $126,218 | $82,664+52.7% | $125,339+0.7% | $68,494+84.3% |
| Participation rate | 97.0% | 75.0%+22.0pp | 82.4%+14.6pp | 67.9%+29.1pp |
| Annual return | -11.26% | -5.97%-5.3pp | 572.05%-583.3pp | -7.84%-3.4pp |
| Employer contribution / active EE | $2,609 | $3,381-22.8% | $4,814-45.8% | $2,596+0.5% |
| Participant deferral / active EE | $5,593 | $6,110-8.5% | $7,446-24.9% | $4,027+38.9% |
| Admin fee / account holder | $17,985 | $6,275+186.6% | $10,010+79.7% | $5,403+232.9% |