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 | $143,459 | $82,664+73.5% | $125,339+14.5% | $68,494+109.4% |
| Participation rate | 93.9% | 75.0%+18.9pp | 82.4%+11.6pp | 67.9%+26.1pp |
| Annual return | -11.57% | -5.97%-5.6pp | 572.05%-583.6pp | -7.84%-3.7pp |
| Employer contribution / active EE | $2,292 | $3,381-32.2% | $4,814-52.4% | $2,596-11.7% |
| Participant deferral / active EE | $9,757 | $6,110+59.7% | $7,446+31.0% | $4,027+142.3% |
| Admin fee / account holder | $37,974 | $6,275+505.1% | $10,010+279.4% | $5,403+602.9% |