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 | $248,513 | $82,664+200.6% | $125,339+98.3% | $68,494+262.8% |
| Participation rate | 80.6% | 75.0%+5.6pp | 82.4%-1.7pp | 67.9%+12.8pp |
| Annual return | -13.78% | -5.97%-7.8pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $6,821 | $3,381+101.8% | $4,814+41.7% | $2,596+162.7% |
| Participant deferral / active EE | $9,895 | $6,110+61.9% | $7,446+32.9% | $4,027+145.7% |
| Admin fee / account holder | $602 | $6,275-90.4% | $10,010-94.0% | $5,403-88.9% |