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 | $145,301 | $82,664+75.8% | $125,339+15.9% | $68,494+112.1% |
| Participation rate | 93.5% | 75.0%+18.4pp | 82.4%+11.1pp | 67.9%+25.6pp |
| Annual return | -17.20% | -5.97%-11.2pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,194 | $3,381+24.1% | $4,814-12.9% | $2,596+61.5% |
| Participant deferral / active EE | $8,248 | $6,110+35.0% | $7,446+10.8% | $4,027+104.8% |
| Admin fee / account holder | $4,527 | $6,275-27.9% | $10,010-54.8% | $5,403-16.2% |