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 | $198,309 | $82,664+139.9% | $125,339+58.2% | $68,494+189.5% |
| Participation rate | 95.1% | 75.0%+20.1pp | 82.4%+12.8pp | 67.9%+27.2pp |
| Annual return | -18.74% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $7,453 | $3,381+120.4% | $4,814+54.8% | $2,596+187.1% |
| Participant deferral / active EE | $10,168 | $6,110+66.4% | $7,446+36.6% | $4,027+152.5% |
| Admin fee / account holder | $29,157 | $6,275+364.6% | $10,010+191.3% | $5,403+439.7% |