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 | $133,309 | $82,664+61.3% | $125,339+6.4% | $68,494+94.6% |
| Participation rate | 98.3% | 75.0%+23.2pp | 82.4%+15.9pp | 67.9%+30.4pp |
| Annual return | -14.51% | -5.97%-8.5pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,630 | $3,381-22.2% | $4,814-45.4% | $2,596+1.3% |
| Participant deferral / active EE | $6,336 | $6,110+3.7% | $7,446-14.9% | $4,027+57.3% |
| Admin fee / account holder | $3,142 | $6,275-49.9% | $10,010-68.6% | $5,403-41.8% |