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 6-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 | $180,564 | $82,664+118.4% | $125,339+44.1% | $68,494+163.6% |
| Participation rate | 91.4% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.5pp |
| Annual return | -16.51% | -5.97%-10.5pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,446 | $3,381+1.9% | $4,814-28.4% | $2,596+32.7% |
| Participant deferral / active EE | $9,293 | $6,110+52.1% | $7,446+24.8% | $4,027+130.7% |
| Admin fee / account holder | $4,852 | $6,275-22.7% | $10,010-51.5% | $5,403-10.2% |