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 | $162,935 | $82,664+97.1% | $125,339+30.0% | $68,494+137.9% |
| Participation rate | 85.4% | 75.0%+10.4pp | 82.4%+3.0pp | 67.9%+17.5pp |
| Annual return | -19.06% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,424 | $3,381-57.9% | $4,814-70.4% | $2,596-45.1% |
| Participant deferral / active EE | $4,779 | $6,110-21.8% | $7,446-35.8% | $4,027+18.7% |
| Admin fee / account holder | $13,449 | $6,275+114.3% | $10,010+34.4% | $5,403+148.9% |