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 | $151,694 | $82,664+83.5% | $125,339+21.0% | $68,494+121.5% |
| Participation rate | 98.3% | 75.0%+23.3pp | 82.4%+16.0pp | 67.9%+30.4pp |
| Annual return | -15.82% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,925 | $3,381+45.7% | $4,814+2.3% | $2,596+89.7% |
| Participant deferral / active EE | $6,626 | $6,110+8.4% | $7,446-11.0% | $4,027+64.5% |
| Admin fee / account holder | $15,209 | $6,275+142.4% | $10,010+51.9% | $5,403+181.5% |