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 | $135,197 | $69,010+95.9% | $159,960-15.5% | $68,494+97.4% |
| Participation rate | 86.0% | 65.4%+20.6pp | 78.0%+8.0pp | 67.9%+18.1pp |
| Annual return | -15.48% | -9.65%-5.8pp | 408.60%-424.1pp | -7.84%-7.6pp |
| Employer contribution / active EE | $7,477 | $2,213+237.8% | $4,226+76.9% | $2,596+188.0% |
| Participant deferral / active EE | $8,194 | $4,212+94.5% | $6,182+32.5% | $4,027+103.5% |
| Admin fee / account holder | $38,795 | $4,798+708.6% | $8,698+346.0% | $5,403+618.1% |