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 | $164,822 | $82,664+99.4% | $125,339+31.5% | $68,494+140.6% |
| Participation rate | 97.7% | 75.0%+22.6pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | -15.98% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,163 | $3,381-65.6% | $4,814-75.8% | $2,596-55.2% |
| Participant deferral / active EE | $10,765 | $6,110+76.2% | $7,446+44.6% | $4,027+167.3% |
| Admin fee / account holder | $4,975 | $6,275-20.7% | $10,010-50.3% | $5,403-7.9% |