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 | $176,301 | $82,664+113.3% | $125,339+40.7% | $68,494+157.4% |
| Participation rate | 91.7% | 75.0%+16.6pp | 82.4%+9.3pp | 67.9%+23.8pp |
| Annual return | -16.24% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $10,321 | $3,381+205.3% | $4,814+114.4% | $2,596+297.5% |
| Participant deferral / active EE | $9,479 | $6,110+55.1% | $7,446+27.3% | $4,027+135.4% |
| Admin fee / account holder | $5,095 | $6,275-18.8% | $10,010-49.1% | $5,403-5.7% |