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 | $233,119 | $82,664+182.0% | $125,339+86.0% | $68,494+240.3% |
| Participation rate | 97.6% | 75.0%+22.6pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -18.54% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,567 | $3,381-53.7% | $4,814-67.4% | $2,596-39.6% |
| Participant deferral / active EE | $11,070 | $6,110+81.2% | $7,446+48.7% | $4,027+174.9% |
| Admin fee / account holder | $8,666 | $6,275+38.1% | $10,010-13.4% | $5,403+60.4% |