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 | $163,014 | $82,664+97.2% | $125,339+30.1% | $68,494+138.0% |
| Participation rate | 95.0% | 75.0%+20.0pp | 82.4%+12.6pp | 67.9%+27.1pp |
| Annual return | -16.16% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $6,060 | $3,381+79.2% | $4,814+25.9% | $2,596+133.4% |
| Participant deferral / active EE | $4,639 | $6,110-24.1% | $7,446-37.7% | $4,027+15.2% |
| Admin fee / account holder | $13,221 | $6,275+110.7% | $10,010+32.1% | $5,403+144.7% |