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 | $133,422 | $82,664+61.4% | $125,339+6.4% | $68,494+94.8% |
| Participation rate | 71.7% | 75.0%-3.3pp | 82.4%-10.6pp | 67.9%+3.9pp |
| Annual return | -12.97% | -5.97%-7.0pp | 572.05%-585.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $2,898 | $3,381-14.3% | $4,814-39.8% | $2,596+11.6% |
| Participant deferral / active EE | $6,999 | $6,110+14.5% | $7,446-6.0% | $4,027+73.8% |
| Admin fee / account holder | $17,475 | $6,275+178.5% | $10,010+74.6% | $5,403+223.5% |