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 | $155,730 | $82,664+88.4% | $125,339+24.2% | $68,494+127.4% |
| Participation rate | 91.9% | 75.0%+16.8pp | 82.4%+9.5pp | 67.9%+24.0pp |
| Annual return | -16.09% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $5,405 | $3,381+59.9% | $4,814+12.3% | $2,596+108.2% |
| Participant deferral / active EE | $6,326 | $6,110+3.5% | $7,446-15.1% | $4,027+57.1% |
| Admin fee / account holder | $3,830 | $6,275-39.0% | $10,010-61.7% | $5,403-29.1% |