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 | $142,385 | $56,357+152.6% | $104,294+36.5% | $68,494+107.9% |
| Participation rate | 83.9% | 63.3%+20.6pp | 73.3%+10.6pp | 67.9%+16.0pp |
| Annual return | -12.06% | -9.19%-2.9pp | 24.61%-36.7pp | -7.84%-4.2pp |
| Employer contribution / active EE | $4,056 | $1,960+106.9% | $3,372+20.3% | $2,596+56.2% |
| Participant deferral / active EE | $5,763 | $3,077+87.3% | $4,625+24.6% | $4,027+43.1% |
| Admin fee / account holder | $13,425 | $4,903+173.8% | $7,339+82.9% | $5,403+148.5% |