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 | $156,845 | $54,350+188.6% | $82,719+89.6% | $68,494+129.0% |
| Participation rate | 81.5% | 63.9%+17.6pp | 72.6%+8.9pp | 67.9%+13.6pp |
| Annual return | -17.21% | -13.67%-3.5pp | 701.18%-718.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $5,953 | $2,218+168.4% | $3,009+97.9% | $2,596+129.3% |
| Participant deferral / active EE | $9,264 | $3,246+185.4% | $4,395+110.8% | $4,027+130.0% |
| Admin fee / account holder | $3,225 | $4,395-26.6% | $5,329-39.5% | $5,403-40.3% |