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 | $155,005 | $82,664+87.5% | $125,339+23.7% | $68,494+126.3% |
| Participation rate | 92.6% | 75.0%+17.6pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -15.14% | -5.97%-9.2pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $9,929 | $3,381+193.7% | $4,814+106.3% | $2,596+282.4% |
| Participant deferral / active EE | $8,137 | $6,110+33.2% | $7,446+9.3% | $4,027+102.0% |
| Admin fee / account holder | $2,783 | $6,275-55.7% | $10,010-72.2% | $5,403-48.5% |