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 | $203,006 | $82,664+145.6% | $125,339+62.0% | $68,494+196.4% |
| Participation rate | 98.6% | 75.0%+23.6pp | 82.4%+16.2pp | 67.9%+30.7pp |
| Annual return | -17.10% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,863 | $3,381-44.9% | $4,814-61.3% | $2,596-28.2% |
| Participant deferral / active EE | $11,445 | $6,110+87.3% | $7,446+53.7% | $4,027+184.2% |
| Admin fee / account holder | $2,794 | $6,275-55.5% | $10,010-72.1% | $5,403-48.3% |