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 | $156,182 | $69,010+126.3% | $159,960-2.4% | $68,494+128.0% |
| Participation rate | 96.0% | 65.4%+30.6pp | 78.0%+18.0pp | 67.9%+28.1pp |
| Annual return | -16.44% | -9.65%-6.8pp | 408.60%-425.0pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,533 | $2,213+59.6% | $4,226-16.4% | $2,596+36.1% |
| Participant deferral / active EE | $11,268 | $4,212+167.5% | $6,182+82.3% | $4,027+179.8% |
| Admin fee / account holder | $4,631 | $4,798-3.5% | $8,698-46.8% | $5,403-14.3% |