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 | $122,753 | $82,664+48.5% | $125,339-2.1% | $68,494+79.2% |
| Participation rate | 95.3% | 75.0%+20.3pp | 82.4%+13.0pp | 67.9%+27.5pp |
| Annual return | -15.97% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $6,243 | $3,381+84.7% | $4,814+29.7% | $2,596+140.5% |
| Participant deferral / active EE | $8,294 | $6,110+35.7% | $7,446+11.4% | $4,027+105.9% |
| Admin fee / account holder | $2,712 | $6,275-56.8% | $10,010-72.9% | $5,403-49.8% |