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 | $131,645 | $82,664+59.3% | $125,339+5.0% | $68,494+92.2% |
| Participation rate | 95.3% | 75.0%+20.3pp | 82.4%+13.0pp | 67.9%+27.5pp |
| Annual return | -16.47% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $9,031 | $3,381+167.1% | $4,814+87.6% | $2,596+247.8% |
| Participant deferral / active EE | $8,595 | $6,110+40.7% | $7,446+15.4% | $4,027+113.4% |
| Admin fee / account holder | $7,404 | $6,275+18.0% | $10,010-26.0% | $5,403+37.0% |