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 | $156,133 | $82,664+88.9% | $125,339+24.6% | $68,494+128.0% |
| Participation rate | 95.0% | 75.0%+20.0pp | 82.4%+12.6pp | 67.9%+27.1pp |
| Annual return | -16.32% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $15,232 | $3,381+350.5% | $4,814+216.4% | $2,596+486.7% |
| Participant deferral / active EE | $14,269 | $6,110+133.5% | $7,446+91.6% | $4,027+254.3% |
| Admin fee / account holder | $10,420 | $6,275+66.0% | $10,010+4.1% | $5,403+92.9% |