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 | $185,100 | $54,350+240.6% | $82,719+123.8% | $68,494+170.2% |
| Participation rate | 95.0% | 63.9%+31.1pp | 72.6%+22.4pp | 67.9%+27.1pp |
| Annual return | -11.54% | -13.67%+2.1pp | 701.18%-712.7pp | -7.84%-3.7pp |
| Employer contribution / active EE | $8,533 | $2,218+284.7% | $3,009+183.6% | $2,596+228.7% |
| Participant deferral / active EE | $4,174 | $3,246+28.6% | $4,395-5.0% | $4,027+3.6% |
| Admin fee / account holder | $5,972 | $4,395+35.9% | $5,329+12.1% | $5,403+10.5% |