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 | $121,064 | $82,664+46.5% | $125,339-3.4% | $68,494+76.8% |
| Participation rate | 98.2% | 75.0%+23.2pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -15.43% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $9,675 | $3,381+186.2% | $4,814+101.0% | $2,596+272.7% |
| Participant deferral / active EE | $11,698 | $6,110+91.4% | $7,446+57.1% | $4,027+190.5% |
| Admin fee / account holder | $6,468 | $6,275+3.1% | $10,010-35.4% | $5,403+19.7% |