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 | $148,523 | $82,664+79.7% | $125,339+18.5% | $68,494+116.8% |
| Participation rate | 87.0% | 75.0%+11.9pp | 82.4%+4.6pp | 67.9%+19.1pp |
| Annual return | -17.87% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $7,911 | $3,381+134.0% | $4,814+64.3% | $2,596+204.7% |
| Participant deferral / active EE | $4,188 | $6,110-31.5% | $7,446-43.8% | $4,027+4.0% |
| Admin fee / account holder | $30,588 | $6,275+387.4% | $10,010+205.6% | $5,403+466.2% |