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 | $136,424 | $82,664+65.0% | $125,339+8.8% | $68,494+99.2% |
| Participation rate | 90.1% | 75.0%+15.1pp | 82.4%+7.8pp | 67.9%+22.2pp |
| Annual return | -13.93% | -5.97%-8.0pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,089 | $3,381-38.2% | $4,814-56.6% | $2,596-19.5% |
| Participant deferral / active EE | $7,390 | $6,110+20.9% | $7,446-0.8% | $4,027+83.5% |
| Admin fee / account holder | $2,294 | $6,275-63.4% | $10,010-77.1% | $5,403-57.5% |