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 | $192,534 | $82,664+132.9% | $125,339+53.6% | $68,494+181.1% |
| Participation rate | 89.8% | 75.0%+14.8pp | 82.4%+7.5pp | 67.9%+21.9pp |
| Annual return | -17.53% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $5,469 | $3,381+61.8% | $4,814+13.6% | $2,596+110.6% |
| Participant deferral / active EE | $12,111 | $6,110+98.2% | $7,446+62.6% | $4,027+200.7% |
| Admin fee / account holder | $786 | $6,275-87.5% | $10,010-92.1% | $5,403-85.5% |