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 | $146,711 | $82,664+77.5% | $125,339+17.1% | $68,494+114.2% |
| Participation rate | 97.5% | 75.0%+22.5pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | -17.68% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $4,205 | $3,381+24.4% | $4,814-12.6% | $2,596+62.0% |
| Participant deferral / active EE | $7,341 | $6,110+20.1% | $7,446-1.4% | $4,027+82.3% |
| Admin fee / account holder | $3,191 | $6,275-49.2% | $10,010-68.1% | $5,403-40.9% |