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 | $128,582 | $27,641+365.2% | $61,373+109.5% | $68,494+87.7% |
| Participation rate | 96.9% | 39.5%+57.4pp | 52.6%+44.3pp | 67.9%+29.0pp |
| Annual return | -8.69% | -13.24%+4.5pp | 338.61%-347.3pp | -7.84%-0.8pp |
| Employer contribution / active EE | $2,639 | $695+279.5% | $1,159+127.6% | $2,596+1.7% |
| Participant deferral / active EE | $4,820 | $1,263+281.6% | $2,125+126.8% | $4,027+19.7% |
| Admin fee / account holder | $2,659 | $2,010+32.3% | $2,130+24.8% | $5,403-50.8% |