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 | $180,809 | $82,664+118.7% | $125,339+44.3% | $68,494+164.0% |
| Participation rate | 93.3% | 75.0%+18.3pp | 82.4%+11.0pp | 67.9%+25.4pp |
| Annual return | -12.63% | -5.97%-6.7pp | 572.05%-584.7pp | -7.84%-4.8pp |
| Employer contribution / active EE | $5,801 | $3,381+71.6% | $4,814+20.5% | $2,596+123.4% |
| Participant deferral / active EE | $11,154 | $6,110+82.5% | $7,446+49.8% | $4,027+177.0% |
| Admin fee / account holder | $12,445 | $6,275+98.3% | $10,010+24.3% | $5,403+130.4% |