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 | $179,614 | $82,664+117.3% | $125,339+43.3% | $68,494+162.2% |
| Participation rate | 88.2% | 75.0%+13.2pp | 82.4%+5.9pp | 67.9%+20.3pp |
| Annual return | -17.05% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $12,278 | $3,381+263.1% | $4,814+155.1% | $2,596+372.9% |
| Participant deferral / active EE | $12,765 | $6,110+108.9% | $7,446+71.4% | $4,027+217.0% |
| Admin fee / account holder | $13,667 | $6,275+117.8% | $10,010+36.5% | $5,403+153.0% |