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 | $167,674 | $82,664+102.8% | $125,339+33.8% | $68,494+144.8% |
| Participation rate | 90.7% | 75.0%+15.7pp | 82.4%+8.3pp | 67.9%+22.8pp |
| Annual return | -12.15% | -5.97%-6.2pp | 572.05%-584.2pp | -7.84%-4.3pp |
| Employer contribution / active EE | $7,939 | $3,381+134.8% | $4,814+64.9% | $2,596+205.8% |
| Participant deferral / active EE | $14,808 | $6,110+142.3% | $7,446+98.9% | $4,027+267.7% |
| Admin fee / account holder | $6,765 | $6,275+7.8% | $10,010-32.4% | $5,403+25.2% |