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 | $244,682 | $82,664+196.0% | $125,339+95.2% | $68,494+257.2% |
| Participation rate | 84.0% | 75.0%+9.0pp | 82.4%+1.6pp | 67.9%+16.1pp |
| Annual return | -10.26% | -5.97%-4.3pp | 572.05%-582.3pp | -7.84%-2.4pp |
| Employer contribution / active EE | $4,304 | $3,381+27.3% | $4,814-10.6% | $2,596+65.8% |
| Participant deferral / active EE | $11,534 | $6,110+88.8% | $7,446+54.9% | $4,027+186.4% |
| Admin fee / account holder | $7,156 | $6,275+14.0% | $10,010-28.5% | $5,403+32.5% |