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 | $136,961 | $82,664+65.7% | $125,339+9.3% | $68,494+100.0% |
| Participation rate | 96.8% | 75.0%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -15.42% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $14,828 | $3,381+338.6% | $4,814+208.1% | $2,596+471.1% |
| Participant deferral / active EE | $8,447 | $6,110+38.2% | $7,446+13.4% | $4,027+109.7% |
| Admin fee / account holder | $16,157 | $6,275+157.5% | $10,010+61.4% | $5,403+199.1% |