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 | $161,574 | $82,664+95.5% | $125,339+28.9% | $68,494+135.9% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -10.60% | -5.97%-4.6pp | 572.05%-582.6pp | -7.84%-2.8pp |
| Employer contribution / active EE | $4,845 | $3,381+43.3% | $4,814+0.6% | $2,596+86.6% |
| Participant deferral / active EE | $9,689 | $6,110+58.6% | $7,446+30.1% | $4,027+140.6% |
| Admin fee / account holder | $2,137 | $6,275-65.9% | $10,010-78.6% | $5,403-60.4% |