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 | $141,564 | $82,664+71.3% | $125,339+12.9% | $68,494+106.7% |
| Participation rate | 95.2% | 75.0%+20.1pp | 82.4%+12.8pp | 67.9%+27.3pp |
| Annual return | -15.93% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $6,681 | $3,381+97.6% | $4,814+38.8% | $2,596+157.3% |
| Participant deferral / active EE | $8,166 | $6,110+33.6% | $7,446+9.7% | $4,027+102.8% |
| Admin fee / account holder | $3,892 | $6,275-38.0% | $10,010-61.1% | $5,403-28.0% |