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 | $169,576 | $69,010+145.7% | $159,960+6.0% | $68,494+147.6% |
| Participation rate | 75.0% | 65.4%+9.6pp | 78.0%-3.0pp | 67.9%+7.1pp |
| Annual return | -16.55% | -9.65%-6.9pp | 408.60%-425.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,824 | $2,213+27.6% | $4,226-33.2% | $2,596+8.8% |
| Participant deferral / active EE | $7,254 | $4,212+72.2% | $6,182+17.3% | $4,027+80.1% |
| Admin fee / account holder | $1,837 | $4,798-61.7% | $8,698-78.9% | $5,403-66.0% |