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 | $131,823 | $82,664+59.5% | $125,339+5.2% | $68,494+92.5% |
| Participation rate | 82.9% | 75.0%+7.9pp | 82.4%+0.6pp | 67.9%+15.0pp |
| Annual return | -15.26% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,565 | $3,381-24.1% | $4,814-46.7% | $2,596-1.2% |
| Participant deferral / active EE | $6,190 | $6,110+1.3% | $7,446-16.9% | $4,027+53.7% |
| Admin fee / account holder | $38,495 | $6,275+513.4% | $10,010+284.6% | $5,403+612.5% |