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 | $215,223 | $82,664+160.4% | $125,339+71.7% | $68,494+214.2% |
| Participation rate | 91.4% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.5pp |
| Annual return | -17.08% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,558 | $3,381+5.2% | $4,814-26.1% | $2,596+37.0% |
| Participant deferral / active EE | $7,922 | $6,110+29.6% | $7,446+6.4% | $4,027+96.7% |
| Admin fee / account holder | $86,823 | $6,275+1283.5% | $10,010+767.4% | $5,403+1507.0% |