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 | $119,913 | $76,912+55.9% | $129,110-7.1% | $68,494+75.1% |
| Participation rate | 93.9% | 69.1%+24.8pp | 77.3%+16.7pp | 67.9%+26.1pp |
| Annual return | -17.91% | -9.78%-8.1pp | -10.94%-7.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $4,012 | $3,243+23.7% | $5,052-20.6% | $2,596+54.5% |
| Participant deferral / active EE | $12,829 | $4,732+171.1% | $6,542+96.1% | $4,027+218.6% |
| Admin fee / account holder | $54,607 | $6,638+722.7% | $14,302+281.8% | $5,403+910.7% |