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 | $132,879 | $82,664+60.7% | $125,339+6.0% | $68,494+94.0% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -18.15% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $4,566 | $3,381+35.1% | $4,814-5.1% | $2,596+75.9% |
| Participant deferral / active EE | $10,686 | $6,110+74.9% | $7,446+43.5% | $4,027+165.3% |
| Admin fee / account holder | $2,022 | $6,275-67.8% | $10,010-79.8% | $5,403-62.6% |