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 | $146,508 | $82,664+77.2% | $125,339+16.9% | $68,494+113.9% |
| Participation rate | 80.6% | 75.0%+5.5pp | 82.4%-1.8pp | 67.9%+12.7pp |
| Annual return | -14.23% | -5.97%-8.3pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $4,254 | $3,381+25.8% | $4,814-11.6% | $2,596+63.9% |
| Participant deferral / active EE | $13,805 | $6,110+125.9% | $7,446+85.4% | $4,027+242.8% |
| Admin fee / account holder | $6,051 | $6,275-3.6% | $10,010-39.5% | $5,403+12.0% |