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 | $228,748 | $82,664+176.7% | $125,339+82.5% | $68,494+234.0% |
| Participation rate | 80.6% | 75.0%+5.5pp | 82.4%-1.8pp | 67.9%+12.7pp |
| Annual return | -18.23% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $6,215 | $3,381+83.8% | $4,814+29.1% | $2,596+139.4% |
| Participant deferral / active EE | $15,080 | $6,110+146.8% | $7,446+102.5% | $4,027+274.5% |
| Admin fee / account holder | $5,809 | $6,275-7.4% | $10,010-42.0% | $5,403+7.5% |