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 | $153,829 | $82,664+86.1% | $125,339+22.7% | $68,494+124.6% |
| Participation rate | 87.0% | 75.0%+11.9pp | 82.4%+4.6pp | 67.9%+19.1pp |
| Annual return | -18.52% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $971 | $3,381-71.3% | $4,814-79.8% | $2,596-62.6% |
| Participant deferral / active EE | $9,367 | $6,110+53.3% | $7,446+25.8% | $4,027+132.6% |
| Admin fee / account holder | $3,890 | $6,275-38.0% | $10,010-61.1% | $5,403-28.0% |