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 | $165,715 | $59,159+180.1% | $159,960+3.6% | $66,914+147.7% |
| Participation rate | 98.0% | 68.1%+29.9pp | 78.0%+20.1pp | 69.8%+28.2pp |
| Annual return | -7.16% | -12.26%+5.1pp | 408.60%-415.8pp | 1.58%-8.7pp |
| Employer contribution / active EE | $6,385 | $1,983+222.0% | $4,226+51.1% | $2,544+150.9% |
| Participant deferral / active EE | $5,880 | $4,395+33.8% | $6,182-4.9% | $4,237+38.8% |
| Admin fee / account holder | $3,162 | $591+435.1% | $8,698-63.7% | $593+432.9% |