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 | $134,752 | $82,664+63.0% | $125,339+7.5% | $68,494+96.7% |
| Participation rate | 81.5% | 75.0%+6.4pp | 82.4%-0.9pp | 67.9%+13.6pp |
| Annual return | -14.15% | -5.97%-8.2pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $4,694 | $3,381+38.8% | $4,814-2.5% | $2,596+80.8% |
| Participant deferral / active EE | $11,707 | $6,110+91.6% | $7,446+57.2% | $4,027+190.7% |
| Admin fee / account holder | $5,128 | $6,275-18.3% | $10,010-48.8% | $5,403-5.1% |