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 | $161,618 | $82,664+95.5% | $125,339+28.9% | $68,494+136.0% |
| Participation rate | 92.7% | 75.0%+17.7pp | 82.4%+10.4pp | 67.9%+24.8pp |
| Annual return | -18.38% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,926 | $3,381+16.1% | $4,814-18.4% | $2,596+51.2% |
| Participant deferral / active EE | $10,870 | $6,110+77.9% | $7,446+46.0% | $4,027+169.9% |
| Admin fee / account holder | $5,515 | $6,275-12.1% | $10,010-44.9% | $5,403+2.1% |