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 | $219,517 | $82,664+165.6% | $125,339+75.1% | $68,494+220.5% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -13.43% | -5.97%-7.5pp | 572.05%-585.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,737 | $3,381-48.6% | $4,814-63.9% | $2,596-33.1% |
| Participant deferral / active EE | $13,742 | $6,110+124.9% | $7,446+84.5% | $4,027+241.2% |
| Admin fee / account holder | $32,866 | $6,275+423.7% | $10,010+228.4% | $5,403+508.3% |