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 | $133,859 | $82,664+61.9% | $125,339+6.8% | $68,494+95.4% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -17.63% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $7,407 | $3,381+119.1% | $4,814+53.9% | $2,596+185.3% |
| Participant deferral / active EE | $9,028 | $6,110+47.8% | $7,446+21.2% | $4,027+124.2% |
| Admin fee / account holder | $14,118 | $6,275+125.0% | $10,010+41.0% | $5,403+161.3% |