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 | $133,124 | $54,350+144.9% | $82,719+60.9% | $68,494+94.4% |
| Participation rate | 97.8% | 63.9%+33.9pp | 72.6%+25.2pp | 67.9%+29.9pp |
| Annual return | -19.10% | -13.67%-5.4pp | 701.18%-720.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $10,675 | $2,218+381.3% | $3,009+254.8% | $2,596+311.2% |
| Participant deferral / active EE | $11,247 | $3,246+246.5% | $4,395+155.9% | $4,027+179.3% |
| Admin fee / account holder | $825 | $4,395-81.2% | $5,329-84.5% | $5,403-84.7% |