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 | $163,372 | $69,010+136.7% | $159,960+2.1% | $68,494+138.5% |
| Participation rate | 93.4% | 65.4%+28.0pp | 78.0%+15.5pp | 67.9%+25.6pp |
| Annual return | -14.53% | -9.65%-4.9pp | 408.60%-423.1pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,655 | $2,213+20.0% | $4,226-37.2% | $2,596+2.3% |
| Participant deferral / active EE | $12,670 | $4,212+200.8% | $6,182+104.9% | $4,027+214.6% |
| Admin fee / account holder | $8,449 | $4,798+76.1% | $8,698-2.9% | $5,403+56.4% |