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 | $166,269 | $82,664+101.1% | $125,339+32.7% | $68,494+142.7% |
| Participation rate | 92.5% | 75.0%+17.5pp | 82.4%+10.1pp | 67.9%+24.6pp |
| Annual return | -14.03% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $4,383 | $3,381+29.6% | $4,814-9.0% | $2,596+68.8% |
| Participant deferral / active EE | $10,250 | $6,110+67.7% | $7,446+37.7% | $4,027+154.5% |
| Admin fee / account holder | $1,098 | $6,275-82.5% | $10,010-89.0% | $5,403-79.7% |