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 | $172,222 | $82,664+108.3% | $125,339+37.4% | $68,494+151.4% |
| Participation rate | 97.3% | 75.0%+22.3pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -18.40% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,027 | $3,381-40.0% | $4,814-57.9% | $2,596-21.9% |
| Participant deferral / active EE | $9,107 | $6,110+49.0% | $7,446+22.3% | $4,027+126.1% |
| Admin fee / account holder | $1,989 | $6,275-68.3% | $10,010-80.1% | $5,403-63.2% |