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 | $162,586 | $82,664+96.7% | $125,339+29.7% | $68,494+137.4% |
| Participation rate | 88.6% | 75.0%+13.5pp | 82.4%+6.2pp | 67.9%+20.7pp |
| Annual return | -14.23% | -5.97%-8.3pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,965 | $3,381-12.3% | $4,814-38.4% | $2,596+14.2% |
| Participant deferral / active EE | $9,798 | $6,110+60.3% | $7,446+31.6% | $4,027+143.3% |
| Admin fee / account holder | $36,361 | $6,275+479.4% | $10,010+263.3% | $5,403+573.0% |