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 | $214,615 | $82,664+159.6% | $125,339+71.2% | $68,494+213.3% |
| Participation rate | 86.4% | 75.0%+11.3pp | 82.4%+4.0pp | 67.9%+18.5pp |
| Annual return | -14.51% | -5.97%-8.5pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,531 | $3,381-54.7% | $4,814-68.2% | $2,596-41.0% |
| Participant deferral / active EE | $8,933 | $6,110+46.2% | $7,446+20.0% | $4,027+121.8% |
| Admin fee / account holder | $15,754 | $6,275+151.0% | $10,010+57.4% | $5,403+191.6% |