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 | $216,092 | $82,664+161.4% | $125,339+72.4% | $68,494+215.5% |
| Participation rate | 72.7% | 75.0%-2.3pp | 82.4%-9.6pp | 67.9%+4.8pp |
| Annual return | -16.39% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $716 | $3,381-78.8% | $4,814-85.1% | $2,596-72.4% |
| Participant deferral / active EE | $9,751 | $6,110+59.6% | $7,446+30.9% | $4,027+142.1% |
| Admin fee / account holder | $3,673 | $6,275-41.5% | $10,010-63.3% | $5,403-32.0% |