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 | $149,825 | $82,664+81.2% | $125,339+19.5% | $68,494+118.7% |
| Participation rate | 96.3% | 75.0%+21.3pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -13.34% | -5.97%-7.4pp | 572.05%-585.4pp | -7.84%-5.5pp |
| Employer contribution / active EE | $11,133 | $3,381+229.3% | $4,814+131.3% | $2,596+328.8% |
| Participant deferral / active EE | $10,806 | $6,110+76.8% | $7,446+45.1% | $4,027+168.3% |
| Admin fee / account holder | $1,961 | $6,275-68.8% | $10,010-80.4% | $5,403-63.7% |