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 | $109,354 | $69,010+58.5% | $159,960-31.6% | $68,494+59.7% |
| Participation rate | 96.6% | 65.4%+31.2pp | 78.0%+18.7pp | 67.9%+28.7pp |
| Annual return | -17.18% | -9.65%-7.5pp | 408.60%-425.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $4,627 | $2,213+109.0% | $4,226+9.5% | $2,596+78.2% |
| Participant deferral / active EE | $11,797 | $4,212+180.1% | $6,182+90.8% | $4,027+192.9% |
| Admin fee / account holder | $3,246 | $4,798-32.3% | $8,698-62.7% | $5,403-39.9% |