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 | $173,995 | $82,664+110.5% | $125,339+38.8% | $68,494+154.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -16.51% | -5.97%-10.5pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $8,921 | $3,381+163.9% | $4,814+85.3% | $2,596+243.6% |
| Participant deferral / active EE | $9,033 | $6,110+47.8% | $7,446+21.3% | $4,027+124.3% |
| Admin fee / account holder | $4,106 | $6,275-34.6% | $10,010-59.0% | $5,403-24.0% |