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 | $161,588 | $82,664+95.5% | $125,339+28.9% | $68,494+135.9% |
| Participation rate | 85.2% | 75.0%+10.1pp | 82.4%+2.8pp | 67.9%+17.3pp |
| Annual return | -17.52% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,366 | $3,381-30.0% | $4,814-50.9% | $2,596-8.9% |
| Participant deferral / active EE | $7,540 | $6,110+23.4% | $7,446+1.3% | $4,027+87.2% |
| Admin fee / account holder | $2,687 | $6,275-57.2% | $10,010-73.2% | $5,403-50.3% |