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 | $106,530 | $27,641+285.4% | $61,373+73.6% | $68,494+55.5% |
| Participation rate | 76.9% | 39.5%+37.4pp | 52.6%+24.4pp | 67.9%+9.0pp |
| Annual return | -14.92% | -13.24%-1.7pp | 338.61%-353.5pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,292 | $695+229.5% | $1,159+97.7% | $2,596-11.7% |
| Participant deferral / active EE | $5,974 | $1,263+372.9% | $2,125+181.1% | $4,027+48.3% |
| Admin fee / account holder | $4,096 | $2,010+103.8% | $2,130+92.3% | $5,403-24.2% |