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 | $170,524 | $82,664+106.3% | $125,339+36.1% | $68,494+149.0% |
| Participation rate | 97.2% | 75.0%+22.2pp | 82.4%+14.9pp | 67.9%+29.3pp |
| Annual return | -13.41% | -5.97%-7.4pp | 572.05%-585.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $4,023 | $3,381+19.0% | $4,814-16.4% | $2,596+54.9% |
| Participant deferral / active EE | $9,602 | $6,110+57.1% | $7,446+29.0% | $4,027+138.4% |
| Admin fee / account holder | $5,830 | $6,275-7.1% | $10,010-41.8% | $5,403+7.9% |