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 | $159,877 | $82,664+93.4% | $125,339+27.6% | $68,494+133.4% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -16.07% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $5,124 | $3,381+51.6% | $4,814+6.5% | $2,596+97.4% |
| Participant deferral / active EE | $6,679 | $6,110+9.3% | $7,446-10.3% | $4,027+65.8% |
| Admin fee / account holder | $23,395 | $6,275+272.8% | $10,010+133.7% | $5,403+333.0% |