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 | $184,525 | $82,664+123.2% | $125,339+47.2% | $68,494+169.4% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -15.20% | -5.97%-9.2pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,799 | $3,381-17.2% | $4,814-41.9% | $2,596+7.8% |
| Participant deferral / active EE | $7,971 | $6,110+30.4% | $7,446+7.0% | $4,027+97.9% |
| Admin fee / account holder | $462 | $6,275-92.6% | $10,010-95.4% | $5,403-91.5% |