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 | $147,122 | $82,664+78.0% | $125,339+17.4% | $68,494+114.8% |
| Participation rate | 97.9% | 75.0%+22.9pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -14.76% | -5.97%-8.8pp | 572.05%-586.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $9,429 | $3,381+178.9% | $4,814+95.9% | $2,596+263.2% |
| Participant deferral / active EE | $13,975 | $6,110+128.7% | $7,446+87.7% | $4,027+247.0% |
| Admin fee / account holder | $1,987 | $6,275-68.3% | $10,010-80.2% | $5,403-63.2% |