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 4-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 | $194,179 | $82,664+134.9% | $125,339+54.9% | $68,494+183.5% |
| Participation rate | 97.9% | 75.0%+22.9pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -15.19% | -5.97%-9.2pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $3,094 | $3,381-8.5% | $4,814-35.7% | $2,596+19.2% |
| Participant deferral / active EE | $8,724 | $6,110+42.8% | $7,446+17.2% | $4,027+116.6% |
| Admin fee / account holder | $2,707 | $6,275-56.9% | $10,010-73.0% | $5,403-49.9% |