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 | $133,249 | $82,664+61.2% | $125,339+6.3% | $68,494+94.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.22% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,686 | $3,381+9.0% | $4,814-23.4% | $2,596+42.0% |
| Participant deferral / active EE | $8,871 | $6,110+45.2% | $7,446+19.1% | $4,027+120.3% |
| Admin fee / account holder | $1,976 | $6,275-68.5% | $10,010-80.3% | $5,403-63.4% |