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 | $181,294 | $82,664+119.3% | $125,339+44.6% | $68,494+164.7% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -14.29% | -5.97%-8.3pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $7,956 | $3,381+135.3% | $4,814+65.3% | $2,596+206.5% |
| Participant deferral / active EE | $7,380 | $6,110+20.8% | $7,446-0.9% | $4,027+83.3% |
| Admin fee / account holder | $10,584 | $6,275+68.7% | $10,010+5.7% | $5,403+95.9% |