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 | $138,683 | $54,350+155.2% | $82,719+67.7% | $68,494+102.5% |
| Participation rate | 96.8% | 63.9%+32.9pp | 72.6%+24.2pp | 67.9%+28.9pp |
| Annual return | -16.19% | -13.67%-2.5pp | 701.18%-717.4pp | -7.84%-8.3pp |
| Employer contribution / active EE | $4,904 | $2,218+121.1% | $3,009+63.0% | $2,596+88.9% |
| Participant deferral / active EE | $8,083 | $3,246+149.0% | $4,395+83.9% | $4,027+100.7% |
| Admin fee / account holder | $3,896 | $4,395-11.4% | $5,329-26.9% | $5,403-27.9% |