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 | $177,640 | $82,664+114.9% | $125,339+41.7% | $68,494+159.3% |
| Participation rate | 98.8% | 75.0%+23.8pp | 82.4%+16.4pp | 67.9%+30.9pp |
| Annual return | -17.76% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $6,412 | $3,381+89.7% | $4,814+33.2% | $2,596+147.0% |
| Participant deferral / active EE | $10,717 | $6,110+75.4% | $7,446+43.9% | $4,027+166.1% |
| Admin fee / account holder | $5,381 | $6,275-14.3% | $10,010-46.2% | $5,403-0.4% |