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 | $182,693 | $53,162+243.7% | $91,220+100.3% | $68,494+166.7% |
| Participation rate | 92.0% | 63.2%+28.8pp | 73.2%+18.8pp | 67.9%+24.1pp |
| Annual return | -16.27% | -3.14%-13.1pp | 114.01%-130.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,987 | $1,709+133.3% | $2,850+39.9% | $2,596+53.6% |
| Participant deferral / active EE | $14,510 | $2,974+388.0% | $4,234+242.7% | $4,027+260.3% |
| Admin fee / account holder | $39,905 | $4,493+788.1% | $5,420+636.3% | $5,403+638.6% |