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 | $130,180 | $82,664+57.5% | $125,339+3.9% | $68,494+90.1% |
| Participation rate | 86.5% | 75.0%+11.4pp | 82.4%+4.1pp | 67.9%+18.6pp |
| Annual return | -16.64% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,592 | $3,381-23.3% | $4,814-46.2% | $2,596-0.2% |
| Participant deferral / active EE | $6,686 | $6,110+9.4% | $7,446-10.2% | $4,027+66.0% |
| Admin fee / account holder | $6,842 | $6,275+9.0% | $10,010-31.6% | $5,403+26.6% |