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 | $178,238 | $82,664+115.6% | $125,339+42.2% | $68,494+160.2% |
| Participation rate | 85.5% | 75.0%+10.5pp | 82.4%+3.2pp | 67.9%+17.7pp |
| Annual return | -13.68% | -5.97%-7.7pp | 572.05%-585.7pp | -7.84%-5.8pp |
| Employer contribution / active EE | $852 | $3,381-74.8% | $4,814-82.3% | $2,596-67.2% |
| Participant deferral / active EE | $10,607 | $6,110+73.6% | $7,446+42.4% | $4,027+163.4% |
| Admin fee / account holder | $19,548 | $6,275+211.5% | $10,010+95.3% | $5,403+261.8% |