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 | $166,234 | $69,010+140.9% | $159,960+3.9% | $68,494+142.7% |
| Participation rate | 75.7% | 65.4%+10.3pp | 78.0%-2.3pp | 67.9%+7.8pp |
| Annual return | -16.24% | -9.65%-6.6pp | 408.60%-424.8pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,787 | $2,213+25.9% | $4,226-34.0% | $2,596+7.4% |
| Participant deferral / active EE | $5,359 | $4,212+27.2% | $6,182-13.3% | $4,027+33.1% |
| Admin fee / account holder | $5,981 | $4,798+24.7% | $8,698-31.2% | $5,403+10.7% |