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 | $147,761 | $105,860+39.6% | $90,749+62.8% | $134,475+9.9% |
| Participation rate | 94.7% | 78.2%+16.5pp | 75.7%+19.0pp | 81.2%+13.5pp |
| Annual return | -16.30% | -11.01%-5.3pp | -12.16%-4.1pp | 417.96%-434.3pp |
| Employer contribution / active EE | $13,898 | $3,462+301.4% | $2,921+375.8% | $4,740+193.2% |
| Participant deferral / active EE | $28,825 | $5,216+452.7% | $4,564+531.6% | $6,400+350.4% |
| Admin fee / account holder | $50,199 | $13,938+260.2% | $8,445+494.4% | $11,426+339.3% |