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 | $233,873 | $82,664+182.9% | $125,339+86.6% | $68,494+241.4% |
| Participation rate | 84.4% | 75.0%+9.3pp | 82.4%+2.0pp | 67.9%+16.5pp |
| Annual return | -14.12% | -5.97%-8.2pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,379 | $3,381-29.6% | $4,814-50.6% | $2,596-8.4% |
| Participant deferral / active EE | $11,051 | $6,110+80.9% | $7,446+48.4% | $4,027+174.4% |
| Admin fee / account holder | $8,149 | $6,275+29.9% | $10,010-18.6% | $5,403+50.8% |