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 | $218,831 | $82,664+164.7% | $125,339+74.6% | $68,494+219.5% |
| Participation rate | 76.7% | 75.0%+1.6pp | 82.4%-5.7pp | 67.9%+8.8pp |
| Annual return | -17.92% | -5.97%-11.9pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $4,727 | $3,381+39.8% | $4,814-1.8% | $2,596+82.1% |
| Participant deferral / active EE | $10,060 | $6,110+64.6% | $7,446+35.1% | $4,027+149.8% |
| Admin fee / account holder | $7,762 | $6,275+23.7% | $10,010-22.5% | $5,403+43.7% |