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 | $217,799 | $82,664+163.5% | $125,339+73.8% | $68,494+218.0% |
| Participation rate | 89.2% | 75.0%+14.1pp | 82.4%+6.8pp | 67.9%+21.3pp |
| Annual return | -12.85% | -5.97%-6.9pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $7,628 | $3,381+125.6% | $4,814+58.5% | $2,596+193.8% |
| Participant deferral / active EE | $8,900 | $6,110+45.7% | $7,446+19.5% | $4,027+121.0% |
| Admin fee / account holder | $11,952 | $6,275+90.5% | $10,010+19.4% | $5,403+121.2% |