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 | $216,672 | $82,664+162.1% | $125,339+72.9% | $68,494+216.3% |
| Participation rate | 98.0% | 75.0%+22.9pp | 82.4%+15.6pp | 67.9%+30.1pp |
| Annual return | -18.69% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $5,584 | $3,381+65.2% | $4,814+16.0% | $2,596+115.1% |
| Participant deferral / active EE | $9,359 | $6,110+53.2% | $7,446+25.7% | $4,027+132.4% |
| Admin fee / account holder | $6,184 | $6,275-1.5% | $10,010-38.2% | $5,403+14.5% |