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 | $159,371 | $82,664+92.8% | $125,339+27.2% | $68,494+132.7% |
| Participation rate | 96.5% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.6pp |
| Annual return | -18.06% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $10,717 | $3,381+217.0% | $4,814+122.6% | $2,596+312.8% |
| Participant deferral / active EE | $8,424 | $6,110+37.9% | $7,446+13.1% | $4,027+109.2% |
| Admin fee / account holder | $386 | $6,275-93.9% | $10,010-96.1% | $5,403-92.9% |