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 | $133,543 | $82,664+61.5% | $125,339+6.5% | $68,494+95.0% |
| Participation rate | 97.3% | 75.0%+22.3pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -18.42% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,681 | $3,381-50.3% | $4,814-65.1% | $2,596-35.3% |
| Participant deferral / active EE | $10,172 | $6,110+66.5% | $7,446+36.6% | $4,027+152.6% |
| Admin fee / account holder | $6,379 | $6,275+1.6% | $10,010-36.3% | $5,403+18.1% |