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 | $125,442 | $82,664+51.8% | $125,339+0.1% | $68,494+83.1% |
| Participation rate | 78.2% | 75.0%+3.1pp | 82.4%-4.2pp | 67.9%+10.3pp |
| Annual return | -16.71% | -5.97%-10.7pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,893 | $3,381+15.1% | $4,814-19.1% | $2,596+49.9% |
| Participant deferral / active EE | $6,420 | $6,110+5.1% | $7,446-13.8% | $4,027+59.4% |
| Admin fee / account holder | $1,314 | $6,275-79.1% | $10,010-86.9% | $5,403-75.7% |