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 | $169,115 | $69,010+145.1% | $159,960+5.7% | $68,494+146.9% |
| Participation rate | 84.6% | 65.4%+19.2pp | 78.0%+6.7pp | 67.9%+16.7pp |
| Annual return | -16.15% | -9.65%-6.5pp | 408.60%-424.8pp | -7.84%-8.3pp |
| Employer contribution / active EE | $4,665 | $2,213+110.8% | $4,226+10.4% | $2,596+79.7% |
| Participant deferral / active EE | $8,581 | $4,212+103.7% | $6,182+38.8% | $4,027+113.1% |
| Admin fee / account holder | $16,257 | $4,798+238.8% | $8,698+86.9% | $5,403+200.9% |