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 | $124,410 | $82,664+50.5% | $125,339-0.7% | $68,494+81.6% |
| Participation rate | 87.9% | 75.0%+12.8pp | 82.4%+5.5pp | 67.9%+20.0pp |
| Annual return | -13.75% | -5.97%-7.8pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $4,219 | $3,381+24.8% | $4,814-12.4% | $2,596+62.5% |
| Participant deferral / active EE | $8,311 | $6,110+36.0% | $7,446+11.6% | $4,027+106.4% |
| Admin fee / account holder | $8,221 | $6,275+31.0% | $10,010-17.9% | $5,403+52.2% |