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 | $116,595 | $54,229+115.0% | $70,092+66.3% | $68,494+70.2% |
| Participation rate | 92.5% | 64.5%+28.1pp | 70.5%+22.1pp | 67.9%+24.6pp |
| Annual return | -18.62% | -13.87%-4.8pp | 190.73%-209.4pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,070 | $2,018+101.7% | $2,559+59.1% | $2,596+56.8% |
| Participant deferral / active EE | $6,206 | $2,956+110.0% | $3,849+61.3% | $4,027+54.1% |
| Admin fee / account holder | $11,666 | $4,694+148.5% | $6,267+86.2% | $5,403+115.9% |