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 | $183,575 | $82,664+122.1% | $125,339+46.5% | $68,494+168.0% |
| Participation rate | 93.8% | 75.0%+18.8pp | 82.4%+11.5pp | 67.9%+25.9pp |
| Annual return | -19.06% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,632 | $3,381-22.1% | $4,814-45.3% | $2,596+1.4% |
| Participant deferral / active EE | $10,701 | $6,110+75.1% | $7,446+43.7% | $4,027+165.7% |
| Admin fee / account holder | $6,751 | $6,275+7.6% | $10,010-32.6% | $5,403+24.9% |