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 | $146,914 | $82,664+77.7% | $125,339+17.2% | $68,494+114.5% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -19.00% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,935 | $3,381-13.2% | $4,814-39.0% | $2,596+13.0% |
| Participant deferral / active EE | $5,643 | $6,110-7.7% | $7,446-24.2% | $4,027+40.1% |
| Admin fee / account holder | $9,974 | $6,275+58.9% | $10,010-0.4% | $5,403+84.6% |