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 | $224,824 | $82,664+172.0% | $125,339+79.4% | $68,494+228.2% |
| Participation rate | 88.7% | 75.0%+13.7pp | 82.4%+6.3pp | 67.9%+20.8pp |
| Annual return | -13.74% | -5.97%-7.8pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $7,874 | $3,381+132.9% | $4,814+63.6% | $2,596+203.3% |
| Participant deferral / active EE | $4,627 | $6,110-24.3% | $7,446-37.9% | $4,027+14.9% |
| Admin fee / account holder | $28,595 | $6,275+355.7% | $10,010+185.7% | $5,403+429.3% |